Looking to diversify beyond BGRWX? The mutual funds below have historically moved differently from BGRWX, 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 BGRWX
0 mutual funds have low correlation with BGRWX (below 0.3), 0 of which are negatively correlated. The least correlated is American Growth Fund Series One (AMRGX) (Large Cap Growth Equities) with a 1Y correlation of 0.58, down from 0.82 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Growth Fund Series One | 0.58 | 0.76 | 0.82 | 56 | Large Cap Growth Equities | BGRWX vs AMRGX | |
| Chase Growth Fund | 0.61 | 0.78 | 0.83 | 82 | Large Cap Growth Equities | BGRWX vs CHASX | |
| ICON Equity Fund | 0.61 | 0.63 | 0.73 | 80 | Large Cap Growth Equities | BGRWX vs IOLZX | |
| Chase Growth Fund Institutional Class | 0.62 | 0.78 | 0.83 | 80 | Large Cap Growth Equities | BGRWX vs CHAIX | |
| PRIMECAP Odyssey Growth Fund | 0.62 | 0.73 | 0.82 | 89 | Large Cap Blend Equities | BGRWX vs POGRX |
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