Looking to diversify beyond JRTVX? The mutual funds below have historically moved differently from JRTVX, 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 JRTVX
0 mutual funds have low correlation with JRTVX (below 0.3), 0 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| John Hancock Disciplined Value Global Long/Short F... | 0.65 | — | — | 94 | Long-Short | JRTVX vs JAKVX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | 0.67 | 0.80 | 0.85 | 54 | Mid Cap Value Equities | JRTVX vs JVMIX | |
| John Hancock Funds Alternative Asset Allocation Fu... | 0.77 | 0.84 | 0.87 | 96 | Multistrategy | JRTVX vs JAAAX | |
| John Hancock Small Cap Core Fund | 0.81 | 0.84 | 0.87 | 65 | Small Cap Blend Equities | JRTVX vs JCCIX | |
| Dimensional Retirement Income Fund | 0.82 | 0.81 | 0.78 | 81 | Target Retirement Date | JRTVX vs TDIFX |
See all 43 diversifiers for JRTVX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements JRTVX
Add JRTVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with JRTVX