Looking to diversify beyond BRSIX? The mutual funds below have the lowest correlation with BRSIX — 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 BRSIX.
Best Diversifiers for BRSIX
2 mutual funds have low correlation with BRSIX (below 0.3), 1 of which are negatively correlated.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Bridgeway Global Opportunities Fund Class N | -0.08 | — | — | 75 | Equity Market Neutral | BRSIX vs BRGOX | |
| Federated Hermes Clover Small Value Fund | 0.27 | 0.53 | 0.66 | 53 | Small Cap Value Equities | BRSIX vs VSFAX | |
| Aegis Value Fund | 0.43 | 0.48 | 0.56 | 87 | Small Cap Value Equities | BRSIX vs AVALX | |
| John Hancock Variable Insurance Trust Small Cap Va... | 0.58 | 0.68 | 0.72 | 66 | Small Cap Value Equities | BRSIX vs JESVX | |
| VY Columbia Small Cap Value II Portfolio | 0.61 | 0.71 | 0.76 | 87 | Small Cap Value Equities | BRSIX vs ICISX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements BRSIX
Add BRSIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BRSIX