Looking to diversify beyond JFFSX? The mutual funds below have historically moved differently from JFFSX, 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 JFFSX
0 mutual funds have low correlation with JFFSX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund Class I (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.34, roughly unchanged from 0.34 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund Class I | 0.34 | 0.30 | 0.34 | 87 | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | JFFSX vs JMSIX | |
| BlackRock High Yield Bond Portfolio Institutional ... | 0.62 | 0.59 | 0.61 | 79 | High Yield Bonds | JFFSX vs BHYIX | |
| JPMorgan Equity Income Fund R6 | 0.70 | 0.74 | 0.80 | 89 | Large Cap Value Equities, Dividend | JFFSX vs OIEJX | |
| Dimensional Retirement Income Fund | 0.80 | 0.77 | 0.74 | 81 | Target Retirement Date | JFFSX vs TDIFX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 0.81 | 0.72 | 0.66 | 53 | Target Retirement Date | JFFSX vs DRIQX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements JFFSX
Add JFFSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with JFFSX