Looking to diversify beyond BGRFX? The mutual funds below have historically moved differently from BGRFX, 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 BGRFX
14 mutual funds have low correlation with BGRFX (below 0.3), 5 of which are negatively correlated. The least correlated is Timothy Plan Aggressive Growth Fund (TAAGX) (Mid Cap Growth Equities) with a 1Y correlation of -0.11, down from 0.61 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | -0.11 | 0.38 | 0.61 | 70 | Mid Cap Growth Equities | BGRFX vs TAAGX | |
| Needham Growth Fund Institutional Class | -0.08 | 0.31 | 0.54 | 60 | Mid Cap Growth Equities | BGRFX vs NEEIX | |
| Needham Growth Fund | -0.08 | 0.31 | 0.54 | 62 | Mid Cap Growth Equities | BGRFX vs NEEGX | |
| PRIMECAP Odyssey Aggressive Growth Fund | -0.02 | 0.39 | 0.61 | 80 | Mid Cap Growth Equities | BGRFX vs POAGX | |
| Fidelity Puritan Fund | -0.01 | 0.42 | 0.62 | 55 | Diversified Portfolio | BGRFX vs FPURX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements BGRFX
Add BGRFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BGRFX