Looking to diversify beyond JCPUX? The mutual funds below have the lowest correlation with JCPUX — 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 JCPUX.
Best Diversifiers for JCPUX
1 mutual funds have low correlation with JCPUX (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 0.12 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Equity Income Fund R6 | 0.23 | 0.20 | 0.12 | 60 | Large Cap Value Equities, Dividend | JCPUX vs OIEJX | |
| Leader Capital High Quality Income Fund Institutio... | 0.33 | 0.16 | 0.12 | 93 | Intermediate Core-Plus Bond | JCPUX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 0.34 | 0.19 | 0.15 | 91 | Intermediate Core-Plus Bond | JCPUX vs LCTRX | |
| Holbrook Income Fund Class I | 0.34 | 0.34 | 0.38 | 98 | Intermediate Core-Plus Bond | JCPUX vs HOBIX | |
| JPMorgan Income Fund | 0.66 | 0.73 | 0.70 | 80 | Multisector Bonds | JCPUX vs JMSIX |
See all 10 diversifiers for JCPUX
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