Looking to diversify beyond BVSIX? The mutual funds below have historically moved differently from BVSIX, 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 BVSIX
0 mutual funds have low correlation with BVSIX (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 0.34, down from 0.70 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.34 | 0.58 | 0.70 | 93 | Large Cap Value Equities | BVSIX vs LEXCX | |
| AMG Yacktman Focused Fund | 0.35 | 0.62 | 0.75 | 89 | Large Cap Value Equities | BVSIX vs YAFFX | |
| GQG Partners US Quality Dividend Income Fund | 0.36 | 0.58 | 0.69 | 62 | Quality Factor, Large Cap Value Equities | BVSIX vs GQHPX | |
| AMG Yacktman Fund | 0.52 | 0.73 | 0.83 | 91 | Large Cap Value Equities | BVSIX vs YACKX | |
| Federated Hermes Strategic Value Dividend Fund | 0.55 | 0.62 | 0.72 | 94 | Large Cap Value Equities | BVSIX vs SVAIX |
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