Looking to diversify beyond JAENX? The mutual funds below have the lowest correlation with JAENX — 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 JAENX.
Best Diversifiers for JAENX
0 mutual funds have low correlation with JAENX (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 0.72, down from 0.86 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 0.72 | 0.80 | 0.86 | 80 | Mid Cap Growth Equities | JAENX vs TAAGX | |
| Needham Growth Fund | 0.72 | 0.75 | 0.81 | 82 | Mid Cap Growth Equities | JAENX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.72 | 0.75 | 0.81 | 82 | Mid Cap Growth Equities | JAENX vs NEEIX | |
| T. Rowe Price U.S. Equity Research Fund | 0.73 | 0.79 | 0.86 | 62 | Large Cap Blend Equities | JAENX vs PRCOX | |
| Calamos Timpani SMID Growth Fund | 0.74 | 0.77 | 0.82 | 70 | Mid Cap Growth Equities | JAENX vs CTIGX |
See all 13 diversifiers for JAENX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements JAENX
Add JAENX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with JAENX