Looking to diversify beyond JGVVX? The mutual funds below have the lowest correlation with JGVVX — 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 JGVVX.
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 (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.22, roughly unchanged from 0.27 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund | 0.22 | 0.18 | 0.27 | 81 | Multisector Bonds | JGVVX vs JMSIX | |
| JPMorgan Equity Income Fund R6 | 0.45 | 0.49 | 0.62 | 77 | Large Cap Value Equities, Dividend | JGVVX vs OIEJX | |
| Baron Partners Fund | 0.55 | 0.63 | 0.73 | 72 | Large Cap Growth Equities | JGVVX vs BPTRX | |
| ICON Equity Fund | 0.58 | 0.58 | 0.72 | 84 | Large Cap Growth Equities | JGVVX vs IOLZX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.67 | 0.63 | 0.70 | 61 | Foreign Large Cap Equities | JGVVX vs VTMGX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements JGVVX
Add JGVVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with JGVVX