Looking to diversify beyond BTMFX? The mutual funds below have historically moved differently from BTMFX, 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 BTMFX
0 mutual funds have low correlation with BTMFX (below 0.3), 0 of which are negatively correlated. The least correlated is Tarkio Fund (TARKX) (Mid Cap Blend Equities) with a 1Y correlation of 0.49, down from 0.77 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Tarkio Fund | 0.49 | 0.67 | 0.77 | 65 | Mid Cap Blend Equities | BTMFX vs TARKX | |
| Hodges Fund | 0.51 | 0.63 | 0.72 | 59 | Mid Cap Blend Equities | BTMFX vs HDPMX | |
| Paradigm Select Fund | 0.51 | 0.66 | 0.76 | 90 | Mid Cap Blend Equities | BTMFX vs PFSLX | |
| Neuberger Berman Sustainable Equity Fund | 0.53 | 0.67 | 0.79 | 65 | Large Cap Blend Equities | BTMFX vs NBSRX | |
| Bridgeway Aggressive Investors 1 Fund | 0.55 | 0.66 | 0.77 | 55 | Mid Cap Blend Equities | BTMFX vs BRAGX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements BTMFX
Add BTMFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BTMFX