Looking to diversify beyond JUESX? The mutual funds below have the lowest correlation with JUESX — 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 JUESX.
Best Diversifiers for JUESX
2 mutual funds have low correlation with JUESX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.21, roughly unchanged from 0.27 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund | 0.21 | 0.20 | 0.27 | 80 | Multisector Bonds | JUESX vs JMSIX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.27 | 0.11 | 0.10 | 70 | Large Cap Blend Equities | JUESX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.48 | 0.34 | 0.42 | 72 | Large Cap Blend Equities | JUESX vs ORDNX | |
| First Eagle Overseas Fund Class I | 0.59 | 0.58 | 0.64 | 60 | Large Cap Blend Equities, Foreign Large Cap Equities | JUESX vs SGOIX | |
| Rock Oak Core Growth Fund | 0.60 | 0.70 | 0.79 | 57 | Large Cap Blend Equities | JUESX vs RCKSX |
See all 30 diversifiers for JUESX
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