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Bullfinch Greater Western New York Series (BWNYX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 26, 2026

The investment seeks capital. The fund uses a value approach in its securities selection process. The adviser emphasizes fundamental corporate considerations related to the prospects of the issuer and its industry. Under normal conditions, the adviser invests at least 80% of the fund's net assets plus amounts borrowed for investment purposes (if any) in securities of companies with an important economic presence in the Greater Western New York Region of New York.

Looking to diversify beyond BWNYX? The mutual funds below have the lowest correlation with BWNYX — 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 BWNYX.

Best Diversifiers for BWNYX

0 mutual funds have low correlation with BWNYX (below 0.3), 0 of which are negatively correlated. The least correlated is 13D Activist Fund (DDDIX) (Mid Cap Blend Equities) with a 1Y correlation of 0.54, down from 0.71 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DDDIX
13D Activist Fund0.540.630.71
69
Mid Cap Blend EquitiesBWNYX vs DDDIX
GENIX
Gotham Enhanced Return Fund0.580.580.67
67
Mid Cap Blend EquitiesBWNYX vs GENIX
PFSLX
Paradigm Select Fund0.600.630.70
92
Mid Cap Blend EquitiesBWNYX vs PFSLX
HDPMX
Hodges Fund0.640.610.67
75
Mid Cap Blend EquitiesBWNYX vs HDPMX
TARKX
Tarkio Fund0.650.670.73
69
Mid Cap Blend EquitiesBWNYX vs TARKX
See all 17 diversifiers for BWNYX

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