Looking to diversify beyond BFGIX? The mutual funds below have historically moved differently from BFGIX, 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 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 Class I (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.22, down from 0.41 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund Class I | 0.22 | 0.33 | 0.41 | 94 | Small Cap Value Equities | BFGIX vs AVALX | |
| Needham Growth Fund | 0.31 | 0.55 | 0.67 | 57 | Mid Cap Growth Equities | BFGIX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.32 | 0.56 | 0.67 | 53 | Mid Cap Growth Equities | BFGIX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 0.33 | 0.61 | 0.72 | 66 | Mid Cap Growth Equities | BFGIX vs TAAGX | |
| Baron Real Estate Income Fund | 0.39 | 0.54 | 0.60 | 57 | REIT | BFGIX vs BRIIX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for BFGIX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Realty Income Corporation (O) (Real Estate) with a 1Y correlation of 0.10, down from 0.28 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Realty Income Corporation | 0.10 | 0.19 | 0.28 | 77 | Real Estate |
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