Looking to diversify beyond BOGSX? The mutual funds below have historically moved differently from BOGSX, 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 BOGSX
1 mutual funds have low correlation with BOGSX (below 0.3), 0 of which are negatively correlated. The least correlated is Live Oak Health Sciences Fund (LOGSX) (Health & Biotech Equities) with a 1Y correlation of 0.14, down from 0.40 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Live Oak Health Sciences Fund | 0.14 | 0.30 | 0.40 | 78 | Health & Biotech Equities | BOGSX vs LOGSX | |
| ARK Venture Fund | 0.39 | 0.57 | — | 99 | Technology Equities | BOGSX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | 0.43 | 0.54 | 0.64 | 58 | Technology Equities | BOGSX vs GTTIX | |
| Rock Oak Core Growth Fund | 0.53 | 0.66 | 0.75 | 89 | Large Cap Blend Equities | BOGSX vs RCKSX | |
| Pin Oak Equity | 0.69 | 0.75 | 0.81 | 90 | Large Cap Blend Equities | BOGSX vs POGSX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for BOGSX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is ASML Holding N.V. (ASML) (Technology) with a 1Y correlation of 0.72, roughly unchanged from 0.77 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| ASML Holding N.V. | 0.72 | 0.72 | 0.77 | 96 | Technology |
Build a portfolio that complements BOGSX
Add BOGSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BOGSX