Looking to diversify beyond BRSJX? The mutual funds below have the lowest correlation with BRSJX — 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 BRSJX.
Best Diversifiers for BRSJX
0 mutual funds have low correlation with BRSJX (below 0.3), 0 of which are negatively correlated. The least correlated is MFS Value Fund (MEIKX) (Large Cap Value Equities) with a 1Y correlation of 0.68, down from 0.78 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MFS Value Fund | 0.68 | 0.73 | 0.78 | 53 | Large Cap Value Equities | BRSJX vs MEIKX | |
| MFS Value Fund Class I | 0.68 | 0.73 | 0.78 | 52 | Large Cap Value Equities | BRSJX vs MEIIX | |
| Auer Growth Fund | 0.73 | 0.78 | 0.82 | 86 | Small Cap Blend Equities | BRSJX vs AUERX | |
| Voya Index Plus SmallCap Portfolio | 0.84 | 0.88 | 0.92 | 89 | Small Cap Blend Equities | BRSJX vs IPSIX | |
| River Oak Discovery Fund | 0.85 | 0.89 | 0.91 | 91 | Small Cap Blend Equities | BRSJX vs RIVSX |
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