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
3 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 (QIACX) (Large Cap Blend Equities) with a 1Y correlation of 0.27, down from 0.70 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT All Cap Core Fund | 0.27 | 0.50 | 0.70 | 51 | Large Cap Blend Equities | BRTNX vs QIACX | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.27 | 0.50 | 0.70 | 51 | Large Cap Blend Equities | BRTNX vs QKACX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.30 | 0.15 | 0.14 | 95 | Large Cap Blend Equities | BRTNX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.38 | 0.33 | 0.40 | 69 | Large Cap Blend Equities | BRTNX vs ORDNX | |
| Archer Multi Cap Fund | 0.44 | 0.66 | 0.76 | 78 | Large Cap Blend Equities | BRTNX vs ALSMX |
See all 38 diversifiers for BRTNX
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