Looking to diversify beyond BTBFX? The mutual funds below have historically moved differently from BTBFX, 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 BTBFX
8 mutual funds have low correlation with BTBFX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.07, down from 0.47 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.07 | 0.14 | 0.47 | 66 | Diversified Portfolio | BTBFX vs MHELX | |
| BlackRock Global Equity Market Neutral Fund Class ... | 0.21 | 0.15 | 0.10 | 97 | Equity Market Neutral | BTBFX vs BDMIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.24 | 0.44 | 0.52 | 89 | Diversified Portfolio | BTBFX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.24 | 0.43 | 0.52 | 91 | Diversified Portfolio | BTBFX vs FSIRX | |
| Fidelity Strategic Real Return Fund Class K6 | 0.25 | 0.43 | 0.52 | 91 | Diversified Portfolio | BTBFX vs FSRKX |
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