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JPMorgan Income Builder Fund (JNBSX) Diversifiers

Mutual Fund · Currency in USD · Last updated Aug 1, 2026
Documentation

The fund has significant flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. There is no limit on the number of countries in which the fund may invest, and the fund may focus its investments in a single country or a small group of countries. It may invest up to 100% of its total assets in debt securities and other types of investments that are below investment grade.

Looking to diversify beyond JNBSX? The mutual funds below have historically moved differently from JNBSX, 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 JNBSX

2 mutual funds have low correlation with JNBSX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.15, down from 0.21 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SIFAX
SEI Institutional Managed Trust Multi-Asset Inflat...-0.150.080.21
83
Diversified PortfolioJNBSX vs SIFAX
MHELX
MH Elite Small Cap Fund of Funds Fund0.050.130.43
66
Diversified PortfolioJNBSX vs MHELX
CONWX
Concorde Wealth Management Fund0.380.580.67
83
Diversified PortfolioJNBSX vs CONWX
FIQDX
Fidelity Advisor Strategic Real Return Fund Class ...0.410.630.68
91
Diversified PortfolioJNBSX vs FIQDX
JMSIX
JPMorgan Income Fund Class I0.420.510.56
87
Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively ManagedJNBSX vs JMSIX
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