Looking to diversify beyond JSOSX? The mutual funds below have the lowest correlation with JSOSX — 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 JSOSX.
Best Diversifiers for JSOSX
33 mutual funds have low correlation with JSOSX (below 0.3), 1 of which are negatively correlated. The least correlated is Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) (Total Bond Market) with a 1Y correlation of -0.05, roughly unchanged from -0.14 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.05 | -0.11 | -0.14 | 99 | Total Bond Market | JSOSX vs VUBFX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 0.06 | -0.06 | 0.02 | 98 | Nontraditional Bonds | JSOSX vs EGRIX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.10 | -0.11 | -0.17 | 100 | Total Bond Market | JSOSX vs VUSFX | |
| Frost Credit Fund A Class Shares | 0.11 | -0.20 | -0.22 | 65 | Total Bond Market | JSOSX vs FCFBX | |
| JPMorgan Equity Income Fund R6 | 0.14 | -0.06 | -0.09 | 82 | Large Cap Value Equities, Dividend | JSOSX vs OIEJX |
See all 33 diversifiers for JSOSX
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Diversification Analysis
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