Looking to diversify beyond JEPAX? The mutual funds below have the lowest correlation with JEPAX — 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 JEPAX.
Best Diversifiers for JEPAX
15 mutual funds have low correlation with JEPAX (below 0.3), 1 of which are negatively correlated. The least correlated is JPMorgan Ultra-Short Municipal Fund (USMTX) (Municipal Bonds) with a 1Y correlation of -0.00, roughly unchanged from -0.01 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Municipal Fund | -0.00 | 0.01 | -0.01 | 99 | Municipal Bonds | JEPAX vs USMTX | |
| JPMorgan Ultra-Short Municipal Fund | 0.02 | 0.05 | 0.06 | 99 | Municipal Bonds | JEPAX vs USMSX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.11 | -0.08 | -0.10 | 99 | Total Bond Market | JEPAX vs JSOSX | |
| JPMorgan Tax Aware Real Return Fund | 0.13 | 0.16 | 0.19 | 74 | Municipal Bonds | JEPAX vs TXRIX | |
| JPMorgan California Tax Free Bond Fund | 0.18 | 0.19 | 0.14 | 54 | Municipal Bonds | JEPAX vs JPICX |
See all 73 diversifiers for JEPAX
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