Looking to diversify beyond BVATX? The mutual funds below have historically moved differently from BVATX, 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 BVATX
7 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 0.09, roughly unchanged from 0.07 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity... | 0.09 | 0.12 | 0.07 | 97 | Large Cap Value Equities | BVATX vs BBISX | |
| Sterling Capital Stratton Small Cap Value Fund | 0.17 | 0.12 | 0.09 | 83 | Small Cap Blend Equities | BVATX vs STSCX | |
| Sterling Capital Stratton Mid Cap Value Fund | 0.20 | 0.14 | 0.11 | 55 | Mid Cap Blend Equities | BVATX vs STRGX | |
| DFA Short Term Municipal Bond Portfolio | 0.22 | 0.29 | 0.39 | 100 | Municipal Bonds | BVATX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 0.26 | 0.30 | 0.30 | 100 | Municipal Bonds | BVATX vs ATOIX |
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