Looking to diversify beyond BPTIX? The mutual funds below have historically moved differently from BPTIX, 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 BPTIX
0 mutual funds have low correlation with BPTIX (below 0.3), 0 of which are negatively correlated. The least correlated is American Growth Fund Series One (AMRGX) (Large Cap Growth Equities) with a 1Y correlation of 0.35, down from 0.60 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Growth Fund Series One | 0.35 | 0.51 | 0.60 | 56 | Large Cap Growth Equities | BPTIX vs AMRGX | |
| Chase Growth Fund | 0.42 | 0.54 | 0.62 | 82 | Large Cap Growth Equities | BPTIX vs CHASX | |
| Chase Growth Fund Institutional Class | 0.42 | 0.54 | 0.62 | 80 | Large Cap Growth Equities | BPTIX vs CHAIX | |
| American Funds The New Economy Fund Class F-1 | 0.43 | 0.57 | 0.68 | 70 | Large Cap Growth Equities | BPTIX vs ANFFX | |
| Fidelity OTC K6 Portfolio | 0.43 | 0.54 | 0.66 | 66 | Large Cap Growth Equities | BPTIX vs FOKFX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for BPTIX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Realty Income Corporation (O) (Real Estate) with a 1Y correlation of 0.09, down from 0.25 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Realty Income Corporation | 0.09 | 0.18 | 0.25 | 77 | Real Estate | |
| Berkshire Hathaway Inc. | 0.21 | 0.31 | 0.38 | 61 | Financial Services | |
| RTX Corporation | 0.29 | 0.22 | 0.30 | 82 | Industrials |
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