Looking to diversify beyond JAAGX? The mutual funds below have historically moved differently from JAAGX, 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 JAAGX
0 mutual funds have low correlation with JAAGX (below 0.3), 0 of which are negatively correlated. The least correlated is Timothy Plan Aggressive Growth Fund (TAAGX) (Mid Cap Growth Equities) with a 1Y correlation of 0.70, down from 0.86 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 0.70 | 0.79 | 0.86 | 70 | Mid Cap Growth Equities | JAAGX vs TAAGX | |
| Needham Growth Fund Institutional Class | 0.70 | 0.73 | 0.80 | 60 | Mid Cap Growth Equities | JAAGX vs NEEIX | |
| Needham Growth Fund | 0.70 | 0.73 | 0.80 | 62 | Mid Cap Growth Equities | JAAGX vs NEEGX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 0.75 | 0.80 | 0.85 | 80 | Mid Cap Growth Equities | JAAGX vs POAGX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.76 | 0.81 | 0.87 | 76 | S&P 500, Large Cap Blend Equities | JAAGX vs VIIIX |
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