Looking to diversify beyond BRTNX? The mutual funds below have the lowest correlation with BRTNX — 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 BRTNX.
Best Diversifiers for BRTNX
1 mutual funds have low correlation with BRTNX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.27, up from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.27 | 0.14 | 0.13 | 72 | Large Cap Blend Equities | BRTNX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.39 | 0.33 | 0.40 | 69 | Large Cap Blend Equities | BRTNX vs ORDNX | |
| Permanent Portfolio Aggressive Growth Portfolio | 0.50 | 0.58 | 0.70 | 65 | Large Cap Blend Equities | BRTNX vs PAGRX | |
| Archer Multi Cap Fund | 0.53 | 0.69 | 0.78 | 83 | Large Cap Blend Equities | BRTNX vs ALSMX | |
| Centre American Select Equity Fund | 0.55 | 0.66 | 0.72 | 90 | Large Cap Blend Equities | BRTNX vs DHAMX |
See all 34 diversifiers for BRTNX
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