Looking to diversify beyond JLCSX? The mutual funds below have historically moved differently from JLCSX, 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 JLCSX
1 mutual funds have low correlation with JLCSX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.05, down from 0.40 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.05 | 0.11 | 0.40 | 66 | Diversified Portfolio | JLCSX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.37 | 0.56 | 0.59 | 89 | Diversified Portfolio | JLCSX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.37 | 0.56 | 0.60 | 91 | Diversified Portfolio | JLCSX vs FSIRX | |
| Fidelity Strategic Real Return Fund | 0.38 | 0.57 | 0.60 | 95 | Diversified Portfolio | JLCSX vs FSRRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.39 | 0.57 | 0.60 | 91 | Diversified Portfolio | JLCSX vs FIQDX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements JLCSX
Add JLCSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with JLCSX