Looking to diversify beyond BTSIX? The mutual funds below have historically moved differently from BTSIX, 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 BTSIX
8 mutual funds have low correlation with BTSIX (below 0.3), 3 of which are negatively correlated. The least correlated is Artisan Global Unconstrained Fund (APFPX) (Nontraditional Bonds) with a 1Y correlation of -0.23, roughly unchanged from -0.28 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Artisan Global Unconstrained Fund | -0.23 | -0.28 | — | 99 | Nontraditional Bonds | BTSIX vs APFPX | |
| Victory Pioneer Cat Bond Fund Class Y | -0.06 | — | — | 100 | Nontraditional Bonds | BTSIX vs CBYYX | |
| Putnam Mortgage Opportunities Fund | -0.01 | 0.04 | 0.13 | 88 | Nontraditional Bonds | BTSIX vs PMOTX | |
| Cliffwater Enhanced Lending Fund | 0.11 | 0.11 | 0.08 | 100 | Nontraditional Bonds | BTSIX vs CELFX | |
| Eaton Vance Global Macro Absolute Return Fund | 0.14 | 0.19 | 0.05 | 99 | Nontraditional Bonds | BTSIX vs EIGMX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements BTSIX
Add BTSIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with BTSIX