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

5 mutual funds have low correlation with JARTX (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 0.13, roughly unchanged from 0.11 over 5 years.

How candidates are selected

See all 44 diversifiers for JARTX

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Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for JARTX, 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 Edison International (EIX) (Utilities) with a 1Y correlation of -0.13, down from 0.16 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Edison International-0.130.040.16
91
Utilities

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