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 iShares S&P 500 Index Fund Class K (WFSPX) (S&P 500) with a 1Y correlation of 0.30, up from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class K | 0.30 | 0.19 | 0.13 | 65 | S&P 500 | JCBUX vs WFSPX | |
| Schwab S&P 500 Index Fund | 0.30 | 0.19 | 0.13 | 65 | Large Cap Blend Equities, S&P 500 | JCBUX vs SWPPX | |
| JPMorgan Equity Income Fund R6 | 0.30 | 0.20 | 0.11 | 80 | Large Cap Value Equities, Dividend | JCBUX vs OIEJX | |
| JPMorgan Income Fund | 0.68 | 0.73 | 0.69 | 78 | Multisector Bonds | JCBUX vs JMSIX | |
| Hartford Schroders Tax-Aware Bond Fund | 0.68 | 0.71 | 0.68 | 52 | Intermediate Core Bond | JCBUX vs STWTX |
See all 6 diversifiers for JCBUX
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