Looking to diversify beyond BOGSX? The mutual funds below have the lowest correlation with BOGSX — 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 BOGSX.
Best Diversifiers for BOGSX
0 mutual funds have low correlation with BOGSX (below 0.3), 0 of which are negatively correlated. The least correlated is ARK Venture Fund (ARKVX) (Technology Equities) with a 1Y correlation of 0.38, down from 0.58 over 3 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| ARK Venture Fund | 0.38 | 0.58 | — | 99 | Technology Equities | BOGSX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | 0.45 | 0.55 | 0.65 | 72 | Technology Equities | BOGSX vs GTTIX | |
| Rock Oak Core Growth Fund | 0.59 | 0.68 | 0.76 | 62 | Large Cap Blend Equities | BOGSX vs RCKSX | |
| Virtus Artificial Intelligence & Technology Opport... | 0.68 | 0.66 | 0.73 | 56 | Technology Equities | BOGSX vs AIO | |
| Pin Oak Equity | 0.71 | 0.77 | 0.82 | 86 | Large Cap Blend Equities | BOGSX vs POGSX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from BOGSX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to BOGSX and solid risk/return profiles. The least correlated is ASML Holding N.V. (ASML) (Technology) with a 1Y correlation of 0.67, roughly unchanged from 0.76 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| ASML Holding N.V. | 0.67 | 0.71 | 0.76 | 96 | Technology |
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