Looking to diversify beyond BRUHX? The mutual funds below have the lowest correlation with BRUHX — 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 BRUHX.
Best Diversifiers for BRUHX
0 mutual funds have low correlation with BRUHX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Strategic Value Dividend Fund (SVAIX) (Large Cap Value Equities) with a 1Y correlation of 0.45, down from 0.71 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | 0.45 | 0.59 | 0.71 | 80 | Large Cap Value Equities | BRUHX vs SVAIX | |
| Hennessy Cornerstone Value Fund | 0.62 | 0.77 | 0.84 | 81 | Large Cap Value Equities | BRUHX vs HFCVX | |
| Torray Fund | 0.74 | 0.87 | 0.92 | 64 | Large Cap Value Equities | BRUHX vs TORYX | |
| American Century Equity Income Fund Class I | 0.79 | 0.84 | 0.89 | 52 | Large Cap Value Equities | BRUHX vs ACIIX | |
| PIMCO RAE US Fund | 0.79 | 0.86 | 0.89 | 92 | Large Cap Value Equities | BRUHX vs PKAIX |
See all 24 diversifiers for BRUHX
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