Looking to diversify beyond BRUHX? The mutual funds below have historically moved differently from BRUHX, 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 BRUHX
1 mutual funds have low correlation with BRUHX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.27, down from 0.70 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.27 | 0.57 | 0.70 | 93 | Large Cap Value Equities | BRUHX vs LEXCX | |
| Federated Hermes Strategic Value Dividend Fund | 0.41 | 0.58 | 0.70 | 94 | Large Cap Value Equities | BRUHX vs SVAIX | |
| AMG Yacktman Focused Fund | 0.43 | 0.65 | 0.76 | 89 | Large Cap Value Equities | BRUHX vs YAFFX | |
| Buffalo Flexible Income Fund | 0.45 | 0.71 | 0.81 | 87 | Large Cap Value Equities | BRUHX vs BUFBX | |
| Hennessy Cornerstone Value Fund | 0.59 | 0.76 | 0.83 | 95 | Large Cap Value Equities | BRUHX vs HFCVX |
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