Looking to diversify beyond JRSIX? The mutual funds below have historically moved differently from JRSIX, 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 JRSIX
0 mutual funds have low correlation with JRSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.32, up from 0.14 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.32 | 0.16 | 0.14 | 97 | Large Cap Blend Equities | JRSIX vs SVPFX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | 0.40 | 0.30 | 0.11 | 66 | Systematic Trend | JRSIX vs ASFYX | |
| BlackRock Global Equity Market Neutral Fund Class ... | 0.42 | 0.22 | 0.14 | 97 | Equity Market Neutral | JRSIX vs BDMIX | |
| North Square Preferred and Income Securities Fund | 0.51 | 0.35 | 0.39 | 59 | Preferred Stock | JRSIX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.56 | 0.70 | 0.80 | 89 | Large Cap Blend Equities | JRSIX vs RCKSX |
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