Looking to diversify beyond BIGTX? The mutual funds below have historically moved differently from BIGTX, 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 BIGTX
0 mutual funds have low correlation with BIGTX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory RS Investors Fund (RSINX) (Mid Cap Blend Equities) with a 1Y correlation of 0.53, down from 0.76 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory RS Investors Fund | 0.53 | 0.69 | 0.76 | 75 | Mid Cap Blend Equities | BIGTX vs RSINX | |
| Royce Dividend Value Fund | 0.57 | 0.76 | 0.81 | 65 | Mid Cap Blend Equities | BIGTX vs RYDVX | |
| John Hancock Variable Insurance Trust Mid Cap Inde... | 0.60 | 0.76 | 0.82 | 68 | Mid Cap Blend Equities | BIGTX vs JECIX | |
| Federated Hermes Mid Cap Index Fund | 0.61 | 0.76 | 0.82 | 67 | Mid Cap Blend Equities | BIGTX vs FMDCX | |
| 13D Activist Fund | 0.62 | 0.72 | 0.77 | 82 | Mid Cap Blend Equities | BIGTX vs DDDIX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements BIGTX
Add BIGTX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BIGTX