Looking to diversify beyond BRGOX? The mutual funds below have historically moved differently from BRGOX, 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 BRGOX
9 mutual funds have low correlation with BRGOX (below 0.3), 2 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Bridgeway Ultra Small Company Market Fund | -0.07 | — | — | 75 | Small Cap Value Equities | BRGOX vs BRSIX | |
| Bridgeway Omni Small-Cap Value Fund | -0.02 | — | — | 91 | Small Cap Value Equities | BRGOX vs BOSVX | |
| Bridgeway Small Cap Value Fund | 0.00 | — | — | 84 | Small Cap Value Equities | BRGOX vs BRSVX | |
| Miller Market Neutral Income Fund Class I | 0.04 | — | — | 99 | Equity Market Neutral | BRGOX vs MMNIX | |
| Federated Hermes MDT Market Neutral Fund Instituti... | 0.08 | — | — | 54 | Equity Market Neutral | BRGOX vs QQMNX |
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