Looking to diversify beyond JMCRX? The mutual funds below have the lowest correlation with JMCRX — 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 JMCRX.
Best Diversifiers for JMCRX
1 mutual funds have low correlation with JMCRX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Clover Small Value Fund (VSFAX) (Small Cap Value Equities) with a 1Y correlation of 0.29, down from 0.75 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Clover Small Value Fund | 0.29 | 0.60 | 0.75 | 54 | Small Cap Value Equities | JMCRX vs VSFAX | |
| Aegis Value Fund | 0.38 | 0.48 | 0.54 | 89 | Small Cap Value Equities | JMCRX vs AVALX | |
| John Hancock Variable Insurance Trust Small Cap Va... | 0.67 | 0.79 | 0.85 | 67 | Small Cap Value Equities | JMCRX vs JESVX | |
| Third Avenue Small Cap Value Fund | 0.77 | 0.76 | 0.81 | 79 | Small Cap Value Equities | JMCRX vs TASCX | |
| PACE Small/Medium Co Value Equity Investments | 0.78 | 0.86 | 0.89 | 55 | Small Cap Value Equities | JMCRX vs PCSVX |
See all 74 diversifiers for JMCRX
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