Looking to diversify beyond JASCX? The mutual funds below have historically moved differently from JASCX, 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 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 Class I (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.38, down from 0.54 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund Class I | 0.38 | 0.46 | 0.54 | 94 | Small Cap Value Equities | JASCX vs AVALX | |
| Palm Valley Capital Fund Investor Class | 0.54 | 0.61 | 0.60 | 73 | Small Cap Value Equities | JASCX vs PVCMX | |
| Bridgeway Ultra Small Company Market Fund | 0.68 | 0.76 | 0.77 | 75 | Small Cap Value Equities | JASCX vs BRSIX | |
| North Star Dividend Fund | 0.72 | 0.80 | 0.84 | 74 | Small Cap Value Equities | JASCX vs NSDVX | |
| Royce Special Equity Fund | 0.73 | 0.83 | 0.87 | 94 | Small Cap Value Equities | JASCX vs RYSEX |
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