Looking to diversify beyond BIBTX? The mutual funds below have the lowest correlation with BIBTX — 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 BIBTX.
Best Diversifiers for BIBTX
3 mutual funds have low correlation with BIBTX (below 0.3), 0 of which are negatively correlated. The least correlated is Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) (Large Cap Value Equities) with a 1Y correlation of 0.24, up from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity... | 0.24 | 0.20 | 0.07 | 92 | Large Cap Value Equities | BIBTX vs BBISX | |
| Sterling Capital Stratton Small Cap Value Fund | 0.27 | 0.21 | 0.09 | 83 | Small Cap Blend Equities | BIBTX vs STSCX | |
| Sterling Capital Behavioral Small Cap Value Equity... | 0.28 | 0.23 | 0.10 | 72 | Small Cap Value Equities | BIBTX vs SPSCX | |
| Sterling Capital Stratton Mid Cap Value Fund | 0.34 | 0.24 | 0.12 | 55 | Mid Cap Blend Equities | BIBTX vs STRGX | |
| Sterling Capital West Virginia Intermediate Tax-Fr... | 0.53 | 0.61 | 0.57 | 68 | Municipal Bonds | BIBTX vs OWVAX |
See all 11 diversifiers for BIBTX
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