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Bridges Investment Fund (BRGIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 1, 2026

The fund invests primarily in a diversified portfolio of common stocks, which fund management believes offers the potential for increased earnings and dividends over time. Normally, such equity securities will represent 60% or more of the fund's net assets. It may invest up to 15% of its total assets in U.S. dollar-denominated securities of foreign issuers traded on U.S. exchanges, and up to 20% of its total assets in American Depositary Receipts ("ADRs") traded on U.S. exchanges or in the U.S. over-the-counter market.

Looking to diversify beyond BRGIX? The mutual funds below have the lowest correlation with BRGIX — 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 BRGIX.

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 One Rock Fund (ONERX) (Large Cap Growth Equities) with a 1Y correlation of 0.53, down from 0.76 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
ONERX
One Rock Fund0.530.690.76
87
Large Cap Growth EquitiesBRGIX vs ONERX
IOLZX
ICON Equity Fund0.580.600.71
82
Large Cap Growth EquitiesBRGIX vs IOLZX
FUMIX
Fidelity SAI U.S. Momentum Index Fund0.630.780.80
75
Large Cap Growth EquitiesBRGIX vs FUMIX
POGRX
PrimeCap Odyssey Growth Fund0.650.740.82
94
Large Cap Growth EquitiesBRGIX vs POGRX
RYGRX
Rydex S&P 500 Pure Growth Fund0.660.740.81
57
Large Cap Growth EquitiesBRGIX vs RYGRX
See all 17 diversifiers for BRGIX

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Diversification Analysis

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