Looking to diversify beyond BVPIX? The mutual funds below have historically moved differently from BVPIX, 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 BVPIX
1 mutual funds have low correlation with BVPIX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG Yacktman Focused Fund (YAFFX) (Large Cap Value Equities) with a 1Y correlation of 0.23, down from 0.71 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 0.23 | 0.56 | 0.71 | 89 | Large Cap Value Equities | BVPIX vs YAFFX | |
| Voya Corporate Leaders Trust Fund | 0.46 | 0.65 | 0.75 | 93 | Large Cap Value Equities | BVPIX vs LEXCX | |
| BNY Mellon Equity Income Fund | 0.48 | 0.65 | 0.77 | 87 | Dividend, Large Cap Value Equities | BVPIX vs DQIRX | |
| Neiman Large Cap Value Fund | 0.50 | 0.68 | 0.79 | 95 | Large Cap Value Equities | BVPIX vs NEIMX | |
| Vanguard International High Dividend Yield Index F... | 0.51 | 0.60 | 0.70 | 94 | Large Cap Value Equities, Dividend, Foreign Large Cap Equities | BVPIX vs VIHAX |
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