Looking to diversify beyond JAMRX? The mutual funds below have the lowest correlation with JAMRX — 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 JAMRX.
Best Diversifiers for JAMRX
0 mutual funds have low correlation with JAMRX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Partners Fund (BPTRX) (Large Cap Growth Equities) with a 1Y correlation of 0.49, down from 0.68 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | 0.49 | 0.58 | 0.68 | 72 | Large Cap Growth Equities | JAMRX vs BPTRX | |
| ICON Equity Fund | 0.57 | 0.56 | 0.69 | 84 | Large Cap Growth Equities | JAMRX vs IOLZX | |
| Fidelity Small Cap Index Fund | 0.64 | 0.62 | 0.72 | 69 | Small Cap Blend Equities | JAMRX vs FSSNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.65 | 0.63 | 0.69 | 61 | Foreign Large Cap Equities | JAMRX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 0.74 | 0.79 | 0.86 | 67 | Large Cap Blend Equities | JAMRX vs ADX |
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