Looking to diversify beyond JPPEX? The mutual funds below have the lowest correlation with JPPEX — 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 JPPEX.
Best Diversifiers for JPPEX
1 mutual funds have low correlation with JPPEX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.26, roughly unchanged from 0.29 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund | 0.26 | 0.24 | 0.29 | 80 | Multisector Bonds | JPPEX vs JMSIX | |
| Tarkio Fund | 0.71 | 0.78 | 0.85 | 68 | Mid Cap Blend Equities | JPPEX vs TARKX | |
| 13D Activist Fund | 0.75 | 0.82 | 0.86 | 61 | Mid Cap Blend Equities | JPPEX vs DDDIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.75 | 0.81 | 0.88 | 73 | Large Cap Blend Equities | JPPEX vs VIIIX | |
| Quantified Common Ground Fund | 0.77 | 0.84 | 0.83 | 61 | Mid Cap Blend Equities | JPPEX vs QCGDX |
See all 18 diversifiers for JPPEX
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