Looking to diversify beyond JPSRX? The mutual funds below have the lowest correlation with JPSRX — 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 JPSRX.
Best Diversifiers for JPSRX
0 mutual funds have low correlation with JPSRX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.35, roughly unchanged from 0.41 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund | 0.35 | 0.37 | 0.41 | 81 | Multisector Bonds | JPSRX vs JMSIX | |
| JPMorgan Equity Income Fund R6 | 0.72 | 0.74 | 0.80 | 77 | Large Cap Value Equities, Dividend | JPSRX vs OIEJX | |
| Dimensional Retirement Income Fund | 0.80 | 0.82 | 0.78 | 77 | Target Retirement Date | JPSRX vs TDIFX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 0.86 | 0.81 | 0.80 | 70 | Target Retirement Date | JPSRX vs FRQHX | |
| MFS Lifetime 2025 Fund | 0.86 | 0.87 | 0.90 | 61 | Target Retirement Date | JPSRX vs LTTIX |
See all 56 diversifiers for JPSRX
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