Looking to diversify beyond BFGUX? The mutual funds below have historically moved differently from BFGUX, 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 BFGUX
0 mutual funds have low correlation with BFGUX (below 0.3), 0 of which are negatively correlated. The least correlated is Needham Growth Fund (NEEGX) (Mid Cap Growth Equities) with a 1Y correlation of 0.35, down from 0.67 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Needham Growth Fund | 0.35 | 0.56 | 0.67 | 72 | Mid Cap Growth Equities | BFGUX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.35 | 0.57 | 0.68 | 73 | Mid Cap Growth Equities | BFGUX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 0.37 | 0.63 | 0.73 | 76 | Mid Cap Growth Equities | BFGUX vs TAAGX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 0.45 | 0.67 | 0.77 | 74 | Mid Cap Growth Equities | BFGUX vs POAGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 0.46 | 0.67 | 0.76 | 82 | Mid Cap Growth Equities | BFGUX vs VHCOX |
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