Looking to diversify beyond BREIX? The mutual funds below have the lowest correlation with BREIX — 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 BREIX.
Best Diversifiers for BREIX
2 mutual funds have low correlation with BREIX (below 0.3), 2 of which are negatively correlated.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.21 | — | — | 98 | REIT | BREIX vs QREARX | |
| Redwood Real Estate Income Fund | -0.03 | — | — | 100 | REIT | BREIX vs CREMX | |
| T. Rowe Price Science And Technology Fund | 0.36 | 0.47 | 0.62 | 91 | Technology Equities | BREIX vs PRSCX | |
| Baron Emerging Markets Fund | 0.46 | 0.53 | 0.58 | 58 | Emerging Markets Diversified | BREIX vs BEXIX | |
| Fidelity Series Real Estate Income Fund | 0.53 | 0.52 | 0.64 | 89 | REIT | BREIX vs FSREX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from BREIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to BREIX and solid risk/return profiles. The least correlated is Prologis, Inc. (PLD) (Real Estate) with a 1Y correlation of 0.64, roughly unchanged from 0.65 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Prologis, Inc. | 0.64 | 0.67 | 0.65 | 83 | Real Estate |
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