Looking to diversify beyond BRTNX? The mutual funds below have historically moved differently from BRTNX, 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 BRTNX
1 mutual funds have low correlation with BRTNX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT All Cap Core Fund Class R6 (QKACX) (Large Cap Blend Equities) with a 1Y correlation of 0.29, down from 0.70 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.29 | 0.49 | 0.70 | 50 | Large Cap Blend Equities | BRTNX vs QKACX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.31 | 0.16 | 0.14 | 97 | Large Cap Blend Equities | BRTNX vs SVPFX | |
| Federated Hermes MDT All Cap Core Fund | 0.32 | 0.49 | 0.70 | 53 | Large Cap Blend Equities | BRTNX vs QIACX | |
| Archer Multi Cap Fund | 0.38 | 0.64 | 0.75 | 67 | Large Cap Blend Equities | BRTNX vs ALSMX | |
| North Square Preferred and Income Securities Fund | 0.40 | 0.33 | 0.39 | 59 | Preferred Stock | BRTNX vs ORDNX |
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