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 0.30, down from 0.43 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.30 | 0.37 | 0.43 | 90 | Small Cap Value Equities | BFGIX vs AVALX | |
| Needham Growth Fund | 0.37 | 0.57 | 0.69 | 82 | Mid Cap Growth Equities | BFGIX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.37 | 0.58 | 0.69 | 83 | Mid Cap Growth Equities | BFGIX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 0.40 | 0.64 | 0.74 | 83 | Mid Cap Growth Equities | BFGIX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 0.42 | 0.65 | 0.74 | 70 | Mid Cap Growth Equities | BFGIX vs CTIGX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from BFGIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to BFGIX and solid risk/return profiles. The least correlated is Realty Income Corporation (O) (Real Estate) with a 1Y correlation of 0.06, down from 0.28 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Realty Income Corporation | 0.06 | 0.18 | 0.28 | 72 | Real Estate |
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