Looking to diversify beyond BGFIX? The mutual funds below have the lowest correlation with BGFIX — 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 BGFIX.
Best Diversifiers for BGFIX
0 mutual funds have low correlation with BGFIX (below 0.3), 0 of which are negatively correlated. The least correlated is Davis New York Venture Fund Class Y (DNVYX) (Large Cap Growth Equities) with a 1Y correlation of 0.63, down from 0.78 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 0.63 | 0.72 | 0.78 | 81 | Large Cap Growth Equities | BGFIX vs DNVYX | |
| ICON Equity Fund | 0.64 | 0.65 | 0.74 | 75 | Large Cap Growth Equities | BGFIX vs IOLZX | |
| One Rock Fund | 0.72 | 0.79 | 0.85 | 89 | Large Cap Growth Equities | BGFIX vs ONERX | |
| Vanguard PRIMECAP Fund Investor Shares | 0.76 | 0.80 | 0.86 | 91 | Large Cap Growth Equities | BGFIX vs VPMCX | |
| Fidelity SAI U.S. Momentum Index Fund | 0.76 | 0.81 | 0.82 | 67 | Large Cap Growth Equities | BGFIX vs FUMIX |
See all 16 diversifiers for BGFIX
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