Looking to diversify beyond BPSIX? The mutual funds below have the lowest correlation with BPSIX — 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 BPSIX.
Best Diversifiers for BPSIX
0 mutual funds have low correlation with BPSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.38, down from 0.58 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.38 | 0.49 | 0.58 | 89 | Small Cap Value Equities | BPSIX vs AVALX | |
| Boston Partners Long/Short Equity Fund | 0.74 | 0.78 | 0.79 | 94 | Long-Short | BPSIX vs BPLEX | |
| Bridgeway Ultra Small Company Market Fund | 0.76 | 0.80 | 0.81 | 74 | Small Cap Value Equities | BPSIX vs BRSIX | |
| Invesco Small Cap Value Fund | 0.78 | 0.85 | 0.90 | 89 | Small Cap Value Equities | BPSIX vs VSCAX | |
| VY Columbia Small Cap Value II Portfolio | 0.81 | 0.88 | 0.92 | 86 | Small Cap Value Equities | BPSIX vs ICISX |
See all 29 diversifiers for BPSIX
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