Looking to diversify beyond BRSIX? The mutual funds below have historically moved differently from BRSIX, 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 BRSIX
1 mutual funds have low correlation with BRSIX (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 |
|---|---|---|---|---|---|---|---|
| Bridgeway Global Opportunities Fund Class N | -0.07 | — | — | 93 | Equity Market Neutral | BRSIX vs BRGOX | |
| Federated Hermes Clover Small Value Fund | 0.32 | 0.52 | 0.65 | 71 | Small Cap Value Equities | BRSIX vs VSFAX | |
| Aegis Value Fund Class I | 0.42 | 0.46 | 0.54 | 94 | Small Cap Value Equities | BRSIX vs AVALX | |
| Palm Valley Capital Fund Investor Class | 0.49 | 0.58 | 0.57 | 73 | Small Cap Value Equities | BRSIX vs PVCMX | |
| John Hancock Variable Insurance Trust Small Cap Va... | 0.55 | 0.67 | 0.72 | 75 | Small Cap Value Equities | BRSIX vs JESVX |
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