Looking to diversify beyond JSCGX? The mutual funds below have historically moved differently from JSCGX, 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 JSCGX
0 mutual funds have low correlation with JSCGX (below 0.3), 0 of which are negatively correlated. The least correlated is Needham Aggressive Growth Fund Institutional Class (NEAIX) (Small Cap Growth Equities) with a 1Y correlation of 0.50, down from 0.70 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 0.50 | 0.64 | 0.70 | 60 | Small Cap Growth Equities | JSCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 0.51 | 0.64 | 0.70 | 60 | Small Cap Growth Equities | JSCGX vs NEAGX | |
| Needham Small Cap Growth Fund | 0.52 | 0.69 | 0.76 | 80 | Small Cap Growth Equities | JSCGX vs NESGX | |
| Needham Small Cap Growth Fund Institutional | 0.52 | 0.69 | 0.76 | 81 | Small Cap Growth Equities | JSCGX vs NESIX | |
| Oberweis Micro Cap Fund | 0.53 | 0.71 | 0.76 | 79 | Small Cap Growth Equities | JSCGX vs OBMCX |
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