Looking to diversify beyond BGRIX? The mutual funds below have the lowest correlation with BGRIX — 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 BGRIX.
Best Diversifiers for BGRIX
14 mutual funds have low correlation with BGRIX (below 0.3), 1 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 | BGRIX vs TAAGX | |
| Needham Growth Fund | 0.01 | 0.35 | 0.57 | 82 | Mid Cap Growth Equities | BGRIX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.01 | 0.35 | 0.57 | 82 | Mid Cap Growth Equities | BGRIX vs NEEIX | |
| Calamos Timpani SMID Growth Fund | 0.03 | 0.43 | 0.63 | 70 | Mid Cap Growth Equities | BGRIX vs CTIGX | |
| JPMorgan Managed Income Fund | 0.03 | 0.03 | 0.02 | 98 | Ultrashort Bond | BGRIX vs JMGIX |
See all 16 diversifiers for BGRIX
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