Looking to diversify beyond BGRFX? The mutual funds below have the lowest correlation with BGRFX — 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 BGRFX.
Best Diversifiers for BGRFX
10 mutual funds have low correlation with BGRFX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Emerging Markets Fund (BEXIX) (Emerging Markets Diversified) with a 1Y correlation of 0.10, down from 0.45 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baron Emerging Markets Fund | 0.10 | 0.32 | 0.45 | 58 | Emerging Markets Diversified | BGRFX vs BEXIX | |
| Essex Environmental Opportunities Fund | 0.15 | 0.46 | 0.63 | 79 | Mid Cap Growth Equities | BGRFX vs EEOFX | |
| Timothy Plan Aggressive Growth Fund | 0.15 | 0.50 | 0.69 | 90 | Mid Cap Growth Equities | BGRFX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 0.17 | 0.49 | 0.67 | 67 | Mid Cap Growth Equities | BGRFX vs CTIGX | |
| Fidelity Puritan Fund | 0.18 | 0.50 | 0.68 | 71 | Diversified Portfolio | BGRFX vs FPURX |
See all 14 diversifiers for BGRFX
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