Looking to diversify beyond BTMKX? The mutual funds below have historically moved differently from BTMKX, 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 BTMKX
1 mutual funds have low correlation with BTMKX (below 0.3), 0 of which are negatively correlated. The least correlated is iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) (Inflation-Protected Bonds) with a 1Y correlation of 0.14, roughly unchanged from 0.17 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| iShares Short-Term TIPS Bond Index Fund Class K | 0.14 | 0.17 | 0.17 | 59 | Inflation-Protected Bonds | BTMKX vs BKIPX | |
| Pear Tree Polaris Foreign Value Fund | 0.49 | 0.61 | 0.69 | 88 | Foreign Large Cap Equities | BTMKX vs QFVOX | |
| Federated Hermes International Strategic Value Div... | 0.52 | 0.61 | 0.72 | 88 | Foreign Large Cap Equities | BTMKX vs IVFIX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.55 | 0.73 | 0.80 | 61 | Foreign Large Cap Equities | BTMKX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.56 | 0.74 | 0.81 | 61 | Foreign Large Cap Equities | BTMKX vs GSIMX |
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