PortfoliosLab logoPortfoliosLab logo

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

Best Diversifiers for JACTX

0 mutual funds have low correlation with JACTX (below 0.3), 0 of which are negatively correlated. The least correlated is ICON Equity Fund (IOLZX) (Large Cap Growth Equities) with a 1Y correlation of 0.55, down from 0.70 over 5 years.


See all 19 diversifiers for JACTX

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from JACTX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to JACTX and solid risk/return profiles. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of -0.09, down from 0.35 over 5 years.


SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Berkshire Hathaway Inc.-0.090.170.35
53
Financial Services

Rows per page

1–1 of 1

Diversification Analysis

Build a portfolio that complements JACTX

Add JACTX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with JACTX