Looking to diversify beyond BVATX? The mutual funds below have the lowest correlation with BVATX — 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 BVATX.
Best Diversifiers for BVATX
11 mutual funds have low correlation with BVATX (below 0.3), 0 of which are negatively correlated. The least correlated is Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) (Large Cap Value Equities) with a 1Y correlation of 0.14, roughly unchanged from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity... | 0.14 | 0.12 | 0.07 | 92 | Large Cap Value Equities | BVATX vs BBISX | |
| Sterling Capital Stratton Small Cap Value Fund | 0.19 | 0.12 | 0.09 | 83 | Small Cap Blend Equities | BVATX vs STSCX | |
| Sterling Capital Stratton Mid Cap Value Fund | 0.22 | 0.14 | 0.10 | 55 | Mid Cap Blend Equities | BVATX vs STRGX | |
| DFA Short Term Municipal Bond Portfolio | 0.22 | 0.29 | 0.39 | 99 | Municipal Bonds | BVATX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.24 | 0.35 | 0.41 | 99 | Municipal Bonds | BVATX vs USMSX |
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