Looking to diversify beyond BFGIX? The mutual funds below have the lowest correlation with BFGIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from BFGIX.
Best Diversifiers for BFGIX
1 mutual funds have low correlation with BFGIX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.29, down from 0.43 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.29 | 0.37 | 0.43 | 87 | Small Cap Value Equities | BFGIX vs AVALX | |
| Needham Growth Fund | 0.41 | 0.60 | 0.70 | 92 | Mid Cap Growth Equities | BFGIX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.42 | 0.61 | 0.70 | 92 | Mid Cap Growth Equities | BFGIX vs NEEIX | |
| Essex Environmental Opportunities Fund | 0.43 | 0.63 | 0.73 | 63 | Mid Cap Growth Equities | BFGIX vs EEOFX | |
| Timothy Plan Aggressive Growth Fund | 0.45 | 0.66 | 0.75 | 90 | Mid Cap Growth Equities | BFGIX vs TAAGX |
See all 20 diversifiers for BFGIX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements BFGIX
Add BFGIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BFGIX