Looking to diversify beyond JAGIX? The mutual funds below have historically moved differently from JAGIX, 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 JAGIX
0 mutual funds have low correlation with JAGIX (below 0.3), 0 of which are negatively correlated. The least correlated is Adams Diversified Equity Fund, Inc. (ADX) (Large Cap Blend Equities) with a 1Y correlation of 0.71, down from 0.86 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Adams Diversified Equity Fund, Inc. | 0.71 | 0.78 | 0.86 | 83 | Large Cap Blend Equities | JAGIX vs ADX | |
| American Growth Fund Series One | 0.74 | 0.80 | 0.85 | 56 | Large Cap Growth Equities | JAGIX vs AMRGX | |
| Davis New York Venture Fund Class Y | 0.75 | 0.78 | 0.81 | 90 | Large Cap Growth Equities | JAGIX vs DNVYX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 0.76 | 0.76 | 0.76 | 58 | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | JAGIX vs QQQX | |
| ICON Equity Fund | 0.77 | 0.75 | 0.80 | 80 | Large Cap Growth Equities | JAGIX vs IOLZX |
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