Looking to diversify beyond BRUSX? The mutual funds below have historically moved differently from BRUSX, 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 BRUSX
1 mutual funds have low correlation with BRUSX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Bridgeway Global Opportunities Fund Class N | -0.10 | — | — | 93 | Equity Market Neutral | BRUSX vs BRGOX | |
| Aegis Value Fund Class I | 0.39 | 0.45 | 0.55 | 94 | Small Cap Value Equities | BRUSX vs AVALX | |
| Palm Valley Capital Fund Investor Class | 0.59 | 0.62 | 0.60 | 73 | Small Cap Value Equities | BRUSX vs PVCMX | |
| VY Columbia Small Cap Value II Portfolio | 0.62 | 0.71 | 0.76 | 92 | Small Cap Value Equities | BRUSX vs ICISX | |
| Invesco Small Cap Value Fund | 0.62 | 0.73 | 0.77 | 76 | Small Cap Value Equities | BRUSX vs VSCAX |
See all 40 diversifiers for BRUSX
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