Looking to diversify beyond JBSSX? The mutual funds below have the lowest correlation with JBSSX — 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 JBSSX.
Best Diversifiers for JBSSX
0 mutual funds have low correlation with JBSSX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.42, roughly unchanged from 0.51 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund | 0.42 | 0.47 | 0.51 | 80 | Multisector Bonds | JBSSX vs JMSIX | |
| JPMorgan Equity Income Fund R6 | 0.70 | 0.70 | 0.76 | 60 | Large Cap Value Equities, Dividend | JBSSX vs OIEJX | |
| Dimensional Retirement Income Fund | 0.81 | 0.87 | 0.84 | 85 | Target Retirement Date | JBSSX vs TDIFX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.85 | 0.89 | 0.92 | 86 | Target Retirement Date | JBSSX vs DRILX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 0.86 | 0.88 | 0.91 | 86 | Target Retirement Date | JBSSX vs DTDRX |
See all 53 diversifiers for JBSSX
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