Looking to diversify beyond BSGLX? The mutual funds below have historically moved differently from BSGLX, 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 BSGLX
0 mutual funds have low correlation with BSGLX (below 0.3), 0 of which are negatively correlated. The least correlated is Provident Trust Strategy Fund (PROVX) (Large Cap Growth Equities) with a 1Y correlation of 0.48, down from 0.65 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Provident Trust Strategy Fund | 0.48 | 0.58 | 0.65 | 51 | Large Cap Growth Equities | BSGLX vs PROVX | |
| American Growth Fund Series One | 0.49 | 0.62 | 0.67 | 55 | Large Cap Growth Equities | BSGLX vs AMRGX | |
| ICON Equity Fund | 0.49 | 0.54 | 0.61 | 79 | Large Cap Growth Equities | BSGLX vs IOLZX | |
| Adams Diversified Equity Fund, Inc. | 0.52 | 0.67 | 0.72 | 88 | Large Cap Blend Equities | BSGLX vs ADX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.56 | 0.62 | 0.65 | 74 | Foreign Large Cap Equities | BSGLX vs VTMGX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for BSGLX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of -0.07, down from 0.26 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | -0.07 | 0.15 | 0.26 | 61 | Financial Services |
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