Looking to diversify beyond BRGKX? The mutual funds below have the lowest correlation with BRGKX — 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 BRGKX.
Best Diversifiers for BRGKX
1 mutual funds have low correlation with BRGKX (below 0.3), 0 of which are negatively correlated. The least correlated is iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.06, roughly unchanged from 0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| iShares Short-Term TIPS Bond Index Fund Class K | 0.06 | 0.09 | 0.11 | 52 | Inflation-Protected Bonds | BRGKX vs BKIPX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.33 | 0.15 | 0.13 | 72 | Large Cap Blend Equities | BRGKX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.52 | 0.36 | 0.42 | 69 | Large Cap Blend Equities | BRGKX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.64 | 0.73 | 0.82 | 62 | Large Cap Blend Equities | BRGKX vs RCKSX | |
| Vanguard Value Index Fund Admiral Shares | 0.69 | 0.76 | 0.81 | 87 | Large Cap Value Equities | BRGKX vs VVIAX |
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