Looking to diversify beyond JSRSX? The mutual funds below have the lowest correlation with JSRSX — 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 JSRSX.
Best Diversifiers for JSRSX
0 mutual funds have low correlation with JSRSX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.44, down from 0.55 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund | 0.44 | 0.49 | 0.55 | 81 | Multisector Bonds | JSRSX vs JMSIX | |
| JPMorgan Equity Income Fund R6 | 0.71 | 0.69 | 0.74 | 77 | Large Cap Value Equities, Dividend | JSRSX vs OIEJX | |
| Dimensional Retirement Income Fund | 0.82 | 0.88 | 0.86 | 77 | Target Retirement Date | JSRSX vs TDIFX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.85 | 0.87 | 0.89 | 81 | Target Retirement Date | JSRSX vs DRILX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 0.86 | 0.86 | 0.88 | 81 | Target Retirement Date | JSRSX vs DTDRX |
See all 41 diversifiers for JSRSX
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