Looking to diversify beyond JCPUX? The mutual funds below have historically moved differently from JCPUX, 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 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 0.28, up from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Equity Income Fund R6 | 0.28 | 0.21 | 0.14 | 89 | Large Cap Value Equities, Dividend | JCPUX vs OIEJX | |
| Holbrook Income Fund Class I | 0.39 | 0.33 | 0.38 | 99 | Intermediate Core-Plus Bond | JCPUX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 0.44 | 0.19 | 0.14 | 92 | Intermediate Core-Plus Bond | JCPUX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 0.46 | 0.21 | 0.17 | 89 | Intermediate Core-Plus Bond | JCPUX vs LCTRX | |
| GMO Multi-Sector Fixed Income Fund | 0.54 | 0.86 | 0.89 | 90 | Intermediate Core-Plus Bond | JCPUX vs GUGAX |
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