Looking to diversify beyond BVEFX? The mutual funds below have the lowest correlation with BVEFX — 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 BVEFX.
Best Diversifiers for BVEFX
1 mutual funds have low correlation with BVEFX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.29, down from 0.68 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.29 | 0.57 | 0.68 | 68 | Large Cap Value Equities | BVEFX vs LEXCX | |
| Federated Hermes Strategic Value Dividend Fund | 0.44 | 0.60 | 0.71 | 86 | Large Cap Value Equities | BVEFX vs SVAIX | |
| AMG Yacktman Focused Fund | 0.45 | 0.66 | 0.77 | 86 | Large Cap Value Equities | BVEFX vs YAFFX | |
| Buffalo Flexible Income Fund | 0.53 | 0.73 | 0.81 | 61 | Large Cap Value Equities | BVEFX vs BUFBX | |
| Hennessy Cornerstone Value Fund | 0.59 | 0.75 | 0.81 | 87 | Large Cap Value Equities | BVEFX vs HFCVX |
See all 39 diversifiers for BVEFX
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