Looking to diversify beyond JERIX? The mutual funds below have historically moved differently from JERIX, 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 JERIX
2 mutual funds have low correlation with JERIX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.25 | — | — | 99 | REIT | JERIX vs QREARX | |
| Redwood Real Estate Income Fund | 0.00 | — | — | 100 | REIT | JERIX vs CREMX | |
| Fidelity Series Real Estate Income Fund | 0.48 | 0.54 | 0.67 | 87 | REIT | JERIX vs FSREX | |
| Janus Henderson Global Life Sciences Fund | 0.49 | 0.56 | 0.60 | 92 | Health & Biotech Equities | JERIX vs JNGLX | |
| VY CBRE Real Estate Portfolio | 0.79 | 0.83 | 0.88 | 77 | REIT | JERIX vs IVRSX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements JERIX
Add JERIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with JERIX