Looking to diversify beyond BGRWX? The mutual funds below have the lowest correlation with BGRWX — 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 BGRWX.
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 One Rock Fund (ONERX) (Large Cap Growth Equities) with a 1Y correlation of 0.56, down from 0.76 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| One Rock Fund | 0.56 | 0.69 | 0.76 | 87 | Large Cap Growth Equities | BGRWX vs ONERX | |
| Baron Partners Fund | 0.59 | 0.61 | 0.68 | 72 | Large Cap Growth Equities | BGRWX vs BPTRX | |
| Adams Diversified Equity Fund, Inc. | 0.65 | 0.77 | 0.86 | 67 | Large Cap Blend Equities | BGRWX vs ADX | |
| ICON Equity Fund | 0.68 | 0.65 | 0.74 | 84 | Large Cap Growth Equities | BGRWX vs IOLZX | |
| Chase Growth Fund | 0.68 | 0.81 | 0.85 | 88 | Large Cap Growth Equities | BGRWX vs CHASX |
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