Looking to diversify beyond BMPEX? The mutual funds below have historically moved differently from BMPEX, 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 BMPEX
0 mutual funds have low correlation with BMPEX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.36, up from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.36 | 0.17 | 0.14 | 97 | Large Cap Blend Equities | BMPEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.43 | 0.34 | 0.41 | 59 | Preferred Stock | BMPEX vs ORDNX | |
| Archer Multi Cap Fund | 0.50 | 0.73 | 0.81 | 67 | Large Cap Blend Equities | BMPEX vs ALSMX | |
| PRIMECAP Odyssey Growth Fund | 0.52 | 0.71 | 0.80 | 89 | Large Cap Blend Equities | BMPEX vs POGRX | |
| Vanguard PRIMECAP Fund Admiral Shares | 0.53 | 0.69 | 0.79 | 90 | Large Cap Blend Equities | BMPEX vs VPMAX |
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