Looking to diversify beyond BFGFX? The mutual funds below have historically moved differently from BFGFX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for BFGFX
2 mutual funds have low correlation with BFGFX (below 0.3), 0 of which are negatively correlated. The least correlated is AQR Trend Total Return Fund (QNZNX) (Systematic Trend) with a 1Y correlation of 0.17, down from 0.35 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Trend Total Return Fund | 0.17 | 0.35 | — | 91 | Systematic Trend | BFGFX vs QNZNX | |
| Aegis Value Fund Class I | 0.24 | 0.34 | 0.41 | 94 | Small Cap Value Equities | BFGFX vs AVALX | |
| Needham Growth Fund | 0.31 | 0.55 | 0.67 | 57 | Mid Cap Growth Equities | BFGFX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.31 | 0.55 | 0.67 | 53 | Mid Cap Growth Equities | BFGFX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 0.34 | 0.61 | 0.72 | 66 | Mid Cap Growth Equities | BFGFX vs TAAGX |
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