Looking to diversify beyond JMUEX? The mutual funds below have the lowest correlation with JMUEX — 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 JMUEX.
Best Diversifiers for JMUEX
2 mutual funds have low correlation with JMUEX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund Class A (JGIAX) (Multisector Bonds) with a 1Y correlation of 0.25, roughly unchanged from 0.26 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund Class A | 0.25 | 0.19 | 0.26 | 78 | Multisector Bonds | JMUEX vs JGIAX | |
| JPMorgan Income Fund | 0.25 | 0.20 | 0.27 | 81 | Multisector Bonds | JMUEX vs JMSIX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.32 | 0.13 | 0.11 | 72 | Large Cap Blend Equities | JMUEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.52 | 0.35 | 0.42 | 69 | Large Cap Blend Equities | JMUEX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.59 | 0.70 | 0.79 | 62 | Large Cap Blend Equities | JMUEX vs RCKSX |
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