Looking to diversify beyond BPTIX? The mutual funds below have the lowest correlation with BPTIX — 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 BPTIX.
Best Diversifiers for BPTIX
0 mutual funds have low correlation with BPTIX (below 0.3), 0 of which are negatively correlated. The least correlated is One Rock Fund (ONERX) (Large Cap Growth Equities) with a 1Y correlation of 0.34, down from 0.68 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| One Rock Fund | 0.34 | 0.54 | 0.68 | 87 | Large Cap Growth Equities | BPTIX vs ONERX | |
| Fidelity SAI U.S. Momentum Index Fund | 0.40 | 0.53 | 0.61 | 74 | Large Cap Growth Equities | BPTIX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 0.40 | 0.55 | 0.66 | 76 | Technology Equities, Large Cap Growth Equities | BPTIX vs CTCAX | |
| Catalyst Dynamic Alpha Fund | 0.40 | 0.55 | 0.61 | 53 | Large Cap Growth Equities | BPTIX vs CPEAX | |
| Fidelity OTC Portfolio | 0.42 | 0.56 | 0.67 | 92 | Large Cap Growth Equities | BPTIX vs FOCPX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from BPTIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to BPTIX and solid risk/return profiles. The least correlated is RTX Corporation (RTX) (Industrials) with a 1Y correlation of 0.29, roughly unchanged from 0.30 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| RTX Corporation | 0.29 | 0.21 | 0.30 | 70 | Industrials |
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