Looking to diversify beyond BIGTX? The mutual funds below have the lowest correlation with BIGTX — 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 BIGTX.
Best Diversifiers for BIGTX
0 mutual funds have low correlation with BIGTX (below 0.3), 0 of which are negatively correlated. The least correlated is John Hancock Variable Insurance Trust Mid Cap Index Trust Fund (JECIX) (Mid Cap Blend Equities) with a 1Y correlation of 0.61, down from 0.82 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| John Hancock Variable Insurance Trust Mid Cap Inde... | 0.61 | 0.77 | 0.82 | 69 | Mid Cap Blend Equities | BIGTX vs JECIX | |
| Federated Hermes Mid Cap Index Fund | 0.63 | 0.77 | 0.82 | 67 | Mid Cap Blend Equities | BIGTX vs FMDCX | |
| 13D Activist Fund | 0.64 | 0.73 | 0.78 | 69 | Mid Cap Blend Equities | BIGTX vs DDDIX | |
| Natixis Funds Trust II Vaughan Nelson Mid Cap Fund | 0.64 | 0.71 | 0.77 | 80 | Mid Cap Blend Equities | BIGTX vs VNVYX | |
| Gotham Enhanced Return Fund | 0.67 | 0.72 | 0.74 | 75 | Mid Cap Blend Equities | BIGTX vs GENIX |
See all 57 diversifiers for BIGTX
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