Looking to diversify beyond BGRIX? The mutual funds below have historically moved differently from BGRIX, 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 BGRIX
16 mutual funds have low correlation with BGRIX (below 0.3), 4 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 | 0.37 | 0.61 | 70 | Mid Cap Growth Equities | BGRIX vs TAAGX | |
| Needham Growth Fund | -0.09 | 0.31 | 0.54 | 62 | Mid Cap Growth Equities | BGRIX vs NEEGX | |
| Needham Growth Fund Institutional Class | -0.06 | 0.32 | 0.54 | 60 | Mid Cap Growth Equities | BGRIX vs NEEIX | |
| PRIMECAP Odyssey Aggressive Growth Fund | -0.02 | 0.39 | 0.61 | 80 | Mid Cap Growth Equities | BGRIX vs POAGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 0.04 | 0.43 | 0.64 | 88 | Mid Cap Growth Equities | BGRIX vs VHCOX |
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