Looking to diversify beyond BPGSX? The mutual funds below have historically moved differently from BPGSX, 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 BPGSX
2 mutual funds have low correlation with BPGSX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners Global Quality Dividend Income Fund (GQFPX) (Quality Factor) with a 1Y correlation of 0.24, down from 0.71 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | 0.24 | 0.62 | 0.71 | 68 | Quality Factor, Global Equities | BPGSX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 0.30 | 0.51 | 0.60 | 74 | Infrastructure Equities, Global Equities | BPGSX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | 0.30 | 0.55 | 0.66 | 58 | Infrastructure Equities, Global Equities | BPGSX vs FGIAX | |
| Clough Global Equity Fund | 0.36 | 0.55 | — | 74 | Global Equities | BPGSX vs GLQ | |
| Vanguard Global Minimum Volatility Fund Investor S... | 0.38 | 0.65 | 0.72 | 80 | Global Equities, Low Volatility | BPGSX vs VMVFX |
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