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Looking to diversify beyond JANEX? The mutual funds below have historically moved differently from JANEX, 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 JANEX

1 mutual funds have low correlation with JANEX (below 0.3), 0 of which are negatively correlated. The least correlated is Janus Henderson Short Duration Flexible Bond Fund (JNSTX) (Short-Term Bond) with a 1Y correlation of 0.16, roughly unchanged from 0.13 over 5 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for JANEX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Agree Realty Corporation (ADC) (Real Estate) with a 1Y correlation of 0.01, down from 0.28 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Agree Realty Corporation0.010.180.28
60
Real Estate
Realty Income Corporation0.090.250.36
74
Real Estate
Apple Inc0.300.370.53
90
Technology
Alphabet Inc. Class A0.370.380.51
96
Communication Services
Amazon.com, Inc0.400.430.55
72
Consumer Cyclical

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