Looking to diversify beyond BREIX? The mutual funds below have historically moved differently from BREIX, 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 BREIX
2 mutual funds have low correlation with BREIX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.27 | — | — | 99 | REIT | BREIX vs QREARX | |
| Redwood Real Estate Income Fund | 0.03 | -0.02 | -0.02 | 100 | REIT | BREIX vs CREMX | |
| JHancock Real Estate Securities Fund | 0.48 | 0.68 | 0.73 | 58 | REIT | BREIX vs JIREX | |
| VY CBRE Real Estate Portfolio | 0.58 | 0.67 | 0.73 | 63 | REIT | BREIX vs IVRSX | |
| abrdn Realty Income & Growth Fund | 0.58 | 0.71 | 0.74 | 71 | REIT | BREIX vs AIGYX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for BREIX, 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 Prologis, Inc. (PLD) (Real Estate) with a 1Y correlation of 0.59, roughly unchanged from 0.65 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Prologis, Inc. | 0.59 | 0.66 | 0.65 | 87 | Real Estate |
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