Looking to diversify beyond BSCIX? The mutual funds below have the lowest correlation with BSCIX — 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 BSCIX.
Best Diversifiers for BSCIX
12 mutual funds have low correlation with BSCIX (below 0.3), 0 of which are negatively correlated. The least correlated is Sterling Capital Stratton Small Cap Value Fund (STSCX) (Small Cap Blend Equities) with a 1Y correlation of 0.13, roughly unchanged from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Sterling Capital Stratton Small Cap Value Fund | 0.13 | 0.10 | 0.07 | 84 | Small Cap Blend Equities | BSCIX vs STSCX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 0.13 | 0.11 | 0.05 | 93 | Large Cap Value Equities | BSCIX vs BBISX | |
| DFA Short Term Municipal Bond Portfolio | 0.15 | 0.25 | 0.35 | 99 | Municipal Bonds | BSCIX vs DFSMX | |
| Sterling Capital Stratton Mid Cap Value Fund | 0.18 | 0.12 | 0.09 | 58 | Mid Cap Blend Equities | BSCIX vs STRGX | |
| DFA NY Municipal Bond Portfolio | 0.18 | 0.30 | 0.41 | 99 | Municipal Bonds | BSCIX vs DNYMX |
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