Looking to diversify beyond BPSCX? The mutual funds below have historically moved differently from BPSCX, 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 BPSCX
0 mutual funds have low correlation with BPSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund Class I (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.35, down from 0.56 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund Class I | 0.35 | 0.46 | 0.56 | 94 | Small Cap Value Equities | BPSCX vs AVALX | |
| Palm Valley Capital Fund Investor Class | 0.63 | 0.63 | 0.62 | 73 | Small Cap Value Equities | BPSCX vs PVCMX | |
| Bridgeway Ultra Small Company Market Fund | 0.70 | 0.78 | 0.80 | 75 | Small Cap Value Equities | BPSCX vs BRSIX | |
| Boston Partners Long/Short Equity Fund | 0.71 | 0.76 | 0.78 | 98 | Long-Short | BPSCX vs BPLEX | |
| Boston Partners Global Equity Fund | 0.72 | 0.74 | 0.81 | 76 | Global Equities | BPSCX vs BPGIX |
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