Looking to diversify beyond BIGRX? The mutual funds below have historically moved differently from BIGRX, 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 BIGRX
9 mutual funds have low correlation with BIGRX (below 0.3), 0 of which are negatively correlated. The least correlated is American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX) (Inflation-Protected Bonds) with a 1Y correlation of 0.12, roughly unchanged from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Century Short Duration Inflation Protecti... | 0.12 | 0.10 | 0.14 | 80 | Inflation-Protected Bonds | BIGRX vs APOIX | |
| GQG Partners US Quality Dividend Income Fund | 0.12 | 0.53 | 0.68 | 62 | Quality Factor, Large Cap Value Equities | BIGRX vs GQHPX | |
| American Century Short-Term Government Fund | 0.18 | 0.08 | 0.05 | 76 | Government Bonds | BIGRX vs TWUSX | |
| Voya Corporate Leaders Trust Fund | 0.22 | 0.55 | 0.69 | 93 | Large Cap Value Equities | BIGRX vs LEXCX | |
| American Century California Intermediate-Term Tax-... | 0.22 | 0.14 | 0.08 | 67 | Municipal Bonds | BIGRX vs BCITX |
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