Looking to diversify beyond BRLVX? The mutual funds below have the lowest correlation with BRLVX — 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 BRLVX.
Best Diversifiers for BRLVX
3 mutual funds have low correlation with BRLVX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Equity Income Fund (LEIFX) (Large Cap Value Equities) with a 1Y correlation of 0.17, down from 0.75 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Equity Income Fund | 0.17 | 0.55 | 0.75 | 71 | Large Cap Value Equities | BRLVX vs LEIFX | |
| Voya Corporate Leaders Trust Fund | 0.21 | 0.53 | 0.67 | 68 | Large Cap Value Equities | BRLVX vs LEXCX | |
| American Beacon Frontier Markets Income Fund | 0.28 | 0.25 | 0.28 | 98 | Emerging Markets Bonds | BRLVX vs AGEPX | |
| Federated Hermes Strategic Value Dividend Fund | 0.36 | 0.53 | 0.67 | 86 | Large Cap Value Equities | BRLVX vs SVAIX | |
| Buffalo Flexible Income Fund | 0.40 | 0.66 | 0.78 | 61 | Large Cap Value Equities | BRLVX vs BUFBX |
See all 134 diversifiers for BRLVX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements BRLVX
Add BRLVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BRLVX