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
12 mutual funds have low correlation with BGRFX (below 0.3), 2 of which are negatively correlated. The least correlated is Timothy Plan Aggressive Growth Fund (TAAGX) (Mid Cap Growth Equities) with a 1Y correlation of -0.01, down from 0.64 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | -0.01 | 0.42 | 0.64 | 80 | Mid Cap Growth Equities | BGRFX vs TAAGX | |
| Needham Growth Fund | -0.00 | 0.34 | 0.56 | 82 | Mid Cap Growth Equities | BGRFX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.01 | 0.35 | 0.57 | 82 | Mid Cap Growth Equities | BGRFX vs NEEIX | |
| Calamos Timpani SMID Growth Fund | 0.03 | 0.43 | 0.63 | 70 | Mid Cap Growth Equities | BGRFX vs CTIGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 0.05 | 0.42 | 0.63 | 80 | Mid Cap Growth Equities | BGRFX vs POAGX |
See all 14 diversifiers for BGRFX
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