Looking to diversify beyond BIBTX? The mutual funds below have historically moved differently from BIBTX, 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 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 0.19, up from 0.08 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity... | 0.19 | 0.19 | 0.08 | 97 | Large Cap Value Equities | BIBTX vs BBISX | |
| Sterling Capital Stratton Small Cap Value Fund | 0.26 | 0.20 | 0.11 | 83 | Small Cap Blend Equities | BIBTX vs STSCX | |
| Sterling Capital Behavioral Small Cap Value Equity... | 0.29 | 0.22 | 0.11 | 92 | Small Cap Value Equities | BIBTX vs SPSCX | |
| Sterling Capital Stratton Mid Cap Value Fund | 0.31 | 0.23 | 0.14 | 55 | Mid Cap Blend Equities | BIBTX vs STRGX | |
| Sterling Capital West Virginia Intermediate Tax-Fr... | 0.55 | 0.61 | 0.57 | 63 | Municipal Bonds | BIBTX vs OWVAX |
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