Looking to diversify beyond BMSLX? The mutual funds below have historically moved differently from BMSLX, 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 BMSLX
0 mutual funds have low correlation with BMSLX (below 0.3), 0 of which are negatively correlated. The least correlated is MFS International Intrinsic Value Fund Class I (MINIX) (Large Cap Growth Equities) with a 1Y correlation of 0.69, roughly unchanged from 0.72 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MFS International Intrinsic Value Fund Class I | 0.69 | 0.68 | 0.72 | 51 | Large Cap Growth Equities, Foreign Large Cap Equities | BMSLX vs MINIX | |
| MFS International Diversification Fund | 0.69 | 0.68 | 0.73 | 61 | Foreign Large Cap Equities | BMSLX vs MDIJX | |
| Tarkio Fund | 0.70 | 0.78 | 0.84 | 65 | Mid Cap Blend Equities | BMSLX vs TARKX | |
| 13D Activist Fund | 0.72 | 0.81 | 0.85 | 78 | Mid Cap Blend Equities | BMSLX vs DDDIX | |
| American Funds Capital Income Builder Class A | 0.72 | 0.78 | 0.83 | 86 | Diversified Portfolio | BMSLX vs CAIBX |
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