Looking to diversify beyond BGEEX? The mutual funds below have historically moved differently from BGEEX, 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 BGEEX
43 mutual funds have low correlation with BGEEX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners Global Quality Dividend Income Fund (GQFPX) (Quality Factor) with a 1Y correlation of 0.04, down from 0.63 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | 0.04 | 0.50 | 0.63 | 70 | Quality Factor, Global Equities | BGEEX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 0.05 | 0.42 | 0.61 | 66 | Infrastructure Equities, Global Equities | BGEEX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 0.06 | 0.34 | 0.53 | 79 | Infrastructure Equities, Global Equities | BGEEX vs CSUAX | |
| T. Rowe Price Real Assets Fund | 0.09 | 0.50 | 0.67 | 69 | Global Equities | BGEEX vs PRAFX | |
| GMO Climate Change Fund | 0.10 | 0.50 | 0.65 | 61 | Global Equities | BGEEX vs GCCHX |
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