Looking to diversify beyond BQLCX? The mutual funds below have historically moved differently from BQLCX, 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 BQLCX
1 mutual funds have low correlation with BQLCX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners US Quality Dividend Income Fund (GQHPX) (Quality Factor) with a 1Y correlation of 0.23, down from 0.64 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners US Quality Dividend Income Fund | 0.23 | 0.52 | 0.64 | 62 | Quality Factor, Large Cap Value Equities | BQLCX vs GQHPX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.31 | 0.12 | 0.12 | 97 | Large Cap Blend Equities | BQLCX vs SVPFX | |
| GQG Partners Global Quality Dividend Income Fund | 0.32 | 0.51 | 0.62 | 70 | Quality Factor, Global Equities | BQLCX vs GQFPX | |
| North Square Preferred and Income Securities Fund | 0.35 | 0.29 | 0.38 | 59 | Preferred Stock | BQLCX vs ORDNX | |
| Archer Multi Cap Fund | 0.39 | 0.62 | 0.76 | 67 | Large Cap Blend Equities | BQLCX vs ALSMX |
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