Looking to diversify beyond JATTX? The mutual funds below have historically moved differently from JATTX, 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 JATTX
0 mutual funds have low correlation with JATTX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Growth Fund (QISGX) (Small Cap Growth Equities) with a 1Y correlation of 0.40, down from 0.77 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund | 0.40 | 0.60 | 0.77 | 63 | Small Cap Growth Equities | JATTX vs QISGX | |
| Fidelity International Index Fund | 0.70 | 0.67 | 0.71 | 64 | Foreign Large Cap Equities | JATTX vs FSPSX | |
| Fidelity Capital & Income Fund | 0.75 | 0.75 | 0.76 | 67 | High Yield Bonds | JATTX vs FAGIX | |
| Invesco Discovery Fund Class R6 | 0.75 | 0.83 | 0.89 | 59 | Small Cap Growth Equities | JATTX vs ODIIX | |
| Oberweis Micro Cap Fund | 0.76 | 0.83 | 0.87 | 73 | Small Cap Growth Equities | JATTX vs OBMCX |
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