Looking to diversify beyond JUESX? The mutual funds below have historically moved differently from JUESX, 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 JUESX
1 mutual funds have low correlation with JUESX (below 0.3), 0 of which are negatively correlated. The least correlated is JPMorgan Income Fund Class I (JMSIX) (Multisector Bonds) with a 1Y correlation of 0.27, roughly unchanged from 0.27 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| JPMorgan Income Fund Class I | 0.27 | 0.21 | 0.27 | 87 | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | JUESX vs JMSIX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.35 | 0.14 | 0.12 | 97 | Large Cap Blend Equities | JUESX vs SVPFX | |
| AQR Diversifying Strategies Fund - Class I | 0.42 | 0.31 | 0.11 | 92 | Multistrategy | JUESX vs QDSIX | |
| Federated Hermes MDT All Cap Core Fund Class R6 | 0.46 | 0.62 | 0.79 | 50 | Large Cap Blend Equities | JUESX vs QKACX | |
| Federated Hermes MDT All Cap Core Fund | 0.46 | 0.62 | 0.79 | 53 | Large Cap Blend Equities | JUESX vs QIACX |
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