Looking to diversify beyond BTEFX? The mutual funds below have the lowest correlation with BTEFX — 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 BTEFX.
Best Diversifiers for BTEFX
1 mutual funds have low correlation with BTEFX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.30, up from 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.30 | 0.13 | 0.12 | 70 | Large Cap Blend Equities | BTEFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.42 | 0.32 | 0.41 | 68 | Large Cap Blend Equities | BTEFX vs ORDNX | |
| Fidelity Leveraged Company Stock Fund Class K | 0.60 | 0.70 | 0.80 | 63 | Large Cap Blend Equities | BTEFX vs FLCKX | |
| Centre American Select Equity Fund | 0.62 | 0.77 | 0.79 | 86 | Large Cap Blend Equities | BTEFX vs DHAMX | |
| Archer Multi Cap Fund | 0.64 | 0.75 | 0.82 | 86 | Large Cap Blend Equities | BTEFX vs ALSMX |
See all 38 diversifiers for BTEFX
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