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Beacon Planned Return Strategy Fund (BPRLX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund seeks to capture most of the returns generated by U.S. equity markets in rising markets, and to protect against the market losses in declining markets. Its investment strategy aims to provide a cushion against certain losses in the U.S. equity markets. The fund seeks to accomplish its goal of mitigating downside risk in the equity markets by hedging the portfolio through the purchase of put options. Each put option helps to protect against losses in the U.S. equity indices.

Looking to diversify beyond BPRLX? The mutual funds below have the lowest correlation with BPRLX — 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 BPRLX.

Best Diversifiers for BPRLX

1 mutual funds have low correlation with BPRLX (below 0.3), 0 of which are negatively correlated. The least correlated is Princeton Premium Fund (PPFIX) (Options Trading) with a 1Y correlation of 0.19, roughly unchanged from 0.19 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
PPFIX
Princeton Premium Fund0.190.170.19
100
Options TradingBPRLX vs PPFIX
HRSTX
Rational Tactical Return Fund0.610.430.27
55
Options TradingBPRLX vs HRSTX
GTEYX
Gateway Fund Class Y Shares0.740.740.85
70
Options TradingBPRLX vs GTEYX
GATEX
Gateway Fund0.750.740.85
68
Options TradingBPRLX vs GATEX
GCPYX
Gateway Equity Call Premium Fund0.770.760.86
84
Options TradingBPRLX vs GCPYX
See all 16 diversifiers for BPRLX

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Diversification Analysis

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