Looking to diversify beyond JCBUX? The mutual funds below have the lowest correlation with JCBUX — 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 JCBUX.
Best Diversifiers for JCBUX
3 mutual funds have low correlation with JCBUX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Equity Income Fund R6 (OIEJX) (Large Cap Value Equities) with a 1Y correlation of 0.23, up from 0.10 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Equity Income Fund R6 | 0.23 | 0.17 | 0.10 | 65 | Large Cap Value Equities, Dividend | JCBUX vs OIEJX | |
| iShares S&P 500 Index Fund | 0.24 | 0.19 | 0.12 | 73 | S&P 500 | JCBUX vs WFSPX | |
| Schwab S&P 500 Index Fund | 0.24 | 0.19 | 0.12 | 73 | Large Cap Blend Equities, S&P 500 | JCBUX vs SWPPX | |
| JPMorgan Income Fund | 0.67 | 0.73 | 0.68 | 80 | Multisector Bonds | JCBUX vs JMSIX | |
| Loomis Sayles Securitized Asset Fund | 0.77 | 0.89 | 0.91 | 65 | Intermediate Core Bond | JCBUX vs LSSAX |
See all 6 diversifiers for JCBUX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements JCBUX
Add JCBUX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with JCBUX