Looking to diversify beyond BPSIX? The mutual funds below have historically moved differently from BPSIX, 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 BPSIX
1 mutual funds have low correlation with BPSIX (below 0.3), 0 of which are negatively correlated. The least correlated is AQR Long-Short Equity Fund (QLEIX) (Long-Short) with a 1Y correlation of 0.25, roughly unchanged from 0.34 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | 0.25 | 0.31 | 0.34 | 78 | Long-Short | BPSIX vs QLEIX | |
| Aegis Value Fund Class I | 0.34 | 0.47 | 0.56 | 94 | Small Cap Value Equities | BPSIX vs AVALX | |
| Palm Valley Capital Fund Investor Class | 0.64 | 0.64 | 0.63 | 73 | Small Cap Value Equities | BPSIX vs PVCMX | |
| Bridgeway Ultra Small Company Market Fund | 0.70 | 0.79 | 0.80 | 75 | Small Cap Value Equities | BPSIX vs BRSIX | |
| Boston Partners Long/Short Equity Fund | 0.72 | 0.77 | 0.78 | 98 | Long-Short | BPSIX vs BPLEX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements BPSIX
Add BPSIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BPSIX