Looking to diversify beyond BRGIX? The mutual funds below have historically moved differently from BRGIX, 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 BRGIX
0 mutual funds have low correlation with BRGIX (below 0.3), 0 of which are negatively correlated. The least correlated is ICON Equity Fund (IOLZX) (Large Cap Growth Equities) with a 1Y correlation of 0.55, down from 0.70 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| ICON Equity Fund | 0.55 | 0.58 | 0.70 | 80 | Large Cap Growth Equities | BRGIX vs IOLZX | |
| PRIMECAP Odyssey Growth Fund | 0.60 | 0.72 | 0.81 | 89 | Large Cap Blend Equities | BRGIX vs POGRX | |
| Vanguard PRIMECAP Fund Investor Shares | 0.61 | 0.74 | 0.83 | 90 | Large Cap Growth Equities | BRGIX vs VPMCX | |
| Chase Growth Fund | 0.61 | 0.79 | 0.83 | 82 | Large Cap Growth Equities | BRGIX vs CHASX | |
| Chase Growth Fund Institutional Class | 0.61 | 0.79 | 0.83 | 80 | Large Cap Growth Equities | BRGIX vs CHAIX |
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