Looking to diversify beyond BTTRX? The mutual funds below have the lowest correlation with BTTRX — 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 BTTRX.
Best Diversifiers for BTTRX
17 mutual funds have low correlation with BTTRX (below 0.3), 3 of which are negatively correlated. The least correlated is Centre American Select Equity Fund (DHAMX) (Large Cap Blend Equities) with a 1Y correlation of -0.02, roughly unchanged from 0.01 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Centre American Select Equity Fund | -0.02 | 0.05 | 0.01 | 92 | Large Cap Blend Equities | BTTRX vs DHAMX | |
| BNY Mellon Dynamic Value Fund | -0.02 | 0.00 | -0.02 | 79 | Large Cap Value Equities | BTTRX vs DAGVX | |
| American Century Disciplined Core Value Fund | -0.00 | 0.02 | 0.00 | 79 | Large Cap Value Equities | BTTRX vs BIGRX | |
| DFA Short-Term Government Portfolio | 0.01 | 0.07 | 0.52 | 62 | Government Bonds | BTTRX vs DFFGX | |
| GMO U.S. Treasury Fund | 0.01 | 0.05 | 0.06 | 99 | Government Bonds | BTTRX vs GUSTX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from BTTRX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to BTTRX and solid risk/return profiles. The least correlated is CrowdStrike Holdings, Inc. (CRWD) (Technology) with a 1Y correlation of -0.00, roughly unchanged from 0.04 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| CrowdStrike Holdings, Inc. | -0.00 | 0.01 | 0.04 | 70 | Technology | |
| Cirrus Logic, Inc. | 0.01 | 0.01 | 0.02 | 88 | Technology | |
| Rivian Automotive, Inc. | 0.03 | 0.06 | — | 55 | Consumer Cyclical | |
| Amazon.com, Inc | 0.05 | 0.06 | 0.08 | 60 | Consumer Cyclical | |
| NVIDIA Corporation | 0.06 | 0.00 | 0.01 | 78 | Technology |
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