Looking to diversify beyond JGVVX? The mutual funds below have historically moved differently from JGVVX, 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 JGVVX
1 mutual funds have low correlation with JGVVX (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 0.24, roughly unchanged from 0.27 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 | 0.24 | 0.18 | 0.27 | 87 | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | JGVVX vs JMSIX | |
| JPMorgan Equity Income Fund R6 | 0.40 | 0.48 | 0.61 | 89 | Large Cap Value Equities, Dividend | JGVVX vs OIEJX | |
| Davis New York Venture Fund Class Y | 0.60 | 0.69 | 0.77 | 90 | Large Cap Growth Equities | JGVVX vs DNVYX | |
| ICON Equity Fund | 0.64 | 0.60 | 0.72 | 80 | Large Cap Growth Equities | JGVVX vs IOLZX | |
| American Growth Fund Series One | 0.68 | 0.75 | 0.82 | 56 | Large Cap Growth Equities | JGVVX vs AMRGX |
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