Looking to diversify beyond BPAVX? The mutual funds below have the lowest correlation with BPAVX — 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 BPAVX.
Best Diversifiers for BPAVX
0 mutual funds have low correlation with BPAVX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Strategic Value Dividend Fund (SVAIX) (Large Cap Value Equities) with a 1Y correlation of 0.43, down from 0.69 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | 0.43 | 0.55 | 0.69 | 78 | Large Cap Value Equities | BPAVX vs SVAIX | |
| Fidelity OTC Portfolio | 0.52 | 0.56 | 0.64 | 92 | Large Cap Growth Equities | BPAVX vs FOCPX | |
| Hennessy Cornerstone Value Fund | 0.59 | 0.74 | 0.82 | 81 | Large Cap Value Equities | BPAVX vs HFCVX | |
| Rational Equity Armor Fund | 0.61 | 0.65 | 0.73 | 55 | Large Cap Value Equities | BPAVX vs HDCTX | |
| Vanguard International High Dividend Yield Index F... | 0.68 | 0.67 | 0.75 | 80 | Large Cap Value Equities, Dividend, Foreign Large Cap Equities | BPAVX vs VIHAX |
See all 34 diversifiers for BPAVX
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