Looking to diversify beyond BRGKX? The mutual funds below have historically moved differently from BRGKX, 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 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 0.08, roughly unchanged from 0.11 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| iShares Short-Term TIPS Bond Index Fund Class K | 0.08 | 0.08 | 0.11 | 59 | Inflation-Protected Bonds | BRGKX vs BKIPX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.36 | 0.16 | 0.14 | 97 | Large Cap Blend Equities | BRGKX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.54 | 0.36 | 0.41 | 59 | Preferred Stock | BRGKX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.60 | 0.73 | 0.81 | 89 | Large Cap Blend Equities | BRGKX vs RCKSX | |
| Muhlenkamp Fund | 0.63 | 0.71 | 0.74 | 59 | Large Cap Blend Equities | BRGKX vs MUHLX |
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