Looking to diversify beyond JASCX? The mutual funds below have the lowest correlation with JASCX — 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 JASCX.
Best Diversifiers for JASCX
0 mutual funds have low correlation with JASCX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.41, down from 0.55 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.41 | 0.48 | 0.55 | 87 | Small Cap Value Equities | JASCX vs AVALX | |
| Bridgeway Ultra Small Company Market Fund | 0.72 | 0.77 | 0.78 | 76 | Small Cap Value Equities | JASCX vs BRSIX | |
| James Balanced: Golden Rainbow Fund | 0.75 | 0.76 | 0.80 | 78 | Diversified Portfolio | JASCX vs GLRBX | |
| James Aggressive Allocation Fund | 0.78 | 0.78 | 0.82 | 84 | Diversified Portfolio | JASCX vs JAVAX | |
| Third Avenue Small Cap Value Fund | 0.80 | 0.75 | 0.82 | 80 | Small Cap Value Equities | JASCX vs TASCX |
See all 29 diversifiers for JASCX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements JASCX
Add JASCX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with JASCX