Looking to diversify beyond BRIIX? The mutual funds below have historically moved differently from BRIIX, 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 BRIIX
3 mutual funds have low correlation with BRIIX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.25 | — | — | 99 | REIT | BRIIX vs QREARX | |
| Redwood Real Estate Income Fund | 0.04 | — | — | 100 | REIT | BRIIX vs CREMX | |
| Blackrock Resources & Commodities Strategy Trust | 0.23 | 0.35 | 0.39 | 62 | Natural Resources | BRIIX vs BCX | |
| Fidelity Series Real Estate Income Fund | 0.48 | 0.49 | 0.64 | 87 | REIT | BRIIX vs FSREX | |
| Cromwell CenterSquare Real Estate Fund | 0.81 | 0.84 | 0.90 | 56 | REIT | BRIIX vs MRESX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for BRIIX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Realty Income Corporation (O) (Real Estate) with a 1Y correlation of 0.58, roughly unchanged from 0.66 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Realty Income Corporation | 0.58 | 0.59 | 0.66 | 77 | Real Estate |
Build a portfolio that complements BRIIX
Add BRIIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BRIIX