Looking to diversify beyond BTMFX? The mutual funds below have the lowest correlation with BTMFX — 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 BTMFX.
Best Diversifiers for BTMFX
0 mutual funds have low correlation with BTMFX (below 0.3), 0 of which are negatively correlated. The least correlated is Natixis Funds Trust II Vaughan Nelson Mid Cap Fund (VNVYX) (Mid Cap Blend Equities) with a 1Y correlation of 0.54, down from 0.78 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Natixis Funds Trust II Vaughan Nelson Mid Cap Fund | 0.54 | 0.66 | 0.78 | 80 | Mid Cap Blend Equities | BTMFX vs VNVYX | |
| Tarkio Fund | 0.55 | 0.70 | 0.78 | 68 | Mid Cap Blend Equities | BTMFX vs TARKX | |
| Hodges Fund | 0.59 | 0.66 | 0.74 | 78 | Mid Cap Blend Equities | BTMFX vs HDPMX | |
| Neuberger Berman Sustainable Equity Fund | 0.60 | 0.70 | 0.81 | 82 | Large Cap Blend Equities | BTMFX vs NBSRX | |
| Paradigm Select Fund | 0.61 | 0.70 | 0.78 | 92 | Mid Cap Blend Equities | BTMFX vs PFSLX |
See all 58 diversifiers for BTMFX
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