Looking to diversify beyond JPVRX? The mutual funds below have historically moved differently from JPVRX, 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 JPVRX
0 mutual funds have low correlation with JPVRX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund Class I (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.34, roughly unchanged from 0.32 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund Class I | 0.34 | 0.30 | 0.32 | 87 | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | JPVRX vs JMSIX | |
| Pear Tree Polaris Foreign Value Fund | 0.52 | 0.65 | 0.71 | 88 | Foreign Large Cap Equities | JPVRX vs QFVOX | |
| American Beacon Tocqueville International Value Fu... | 0.59 | 0.65 | 0.75 | 52 | Foreign Large Cap Equities | JPVRX vs TIVFX | |
| Thornburg Global Opportunities Fund | 0.60 | 0.69 | 0.77 | 89 | Foreign Large Cap Equities | JPVRX vs THOIX | |
| Federated Hermes International Strategic Value Div... | 0.60 | 0.65 | 0.74 | 88 | Foreign Large Cap Equities | JPVRX vs IVFIX |
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