Looking to diversify beyond BFTHX? The mutual funds below have historically moved differently from BFTHX, 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 BFTHX
1 mutual funds have low correlation with BFTHX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Real Estate Income Fund (BRIIX) (REIT) with a 1Y correlation of 0.22, down from 0.49 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baron Real Estate Income Fund | 0.22 | 0.35 | 0.49 | 57 | REIT | BFTHX vs BRIIX | |
| ICON Equity Fund | 0.54 | 0.55 | 0.65 | 80 | Large Cap Growth Equities | BFTHX vs IOLZX | |
| American Growth Fund Series One | 0.54 | 0.66 | 0.72 | 56 | Large Cap Growth Equities | BFTHX vs AMRGX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.61 | 0.59 | 0.64 | 76 | Foreign Large Cap Equities | BFTHX vs VTMGX | |
| Davis New York Venture Fund Class Y | 0.61 | 0.65 | 0.70 | 90 | Large Cap Growth Equities | BFTHX vs DNVYX |
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