Looking to diversify beyond JUSSX? The mutual funds below have historically moved differently from JUSSX, 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 JUSSX
1 mutual funds have low correlation with JUSSX (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 0.28, 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 | 0.28 | 0.23 | 0.27 | 81 | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | JUSSX vs JMSIX | |
| JPMorgan Equity Income Fund R6 | 0.71 | 0.76 | 0.79 | 91 | Large Cap Value Equities, Dividend | JUSSX vs OIEJX | |
| Auer Growth Fund | 0.75 | 0.78 | 0.81 | 90 | Small Cap Blend Equities | JUSSX vs AUERX | |
| CYBER HORNET S&P 500 | 0.80 | 0.79 | 0.86 | 59 | S&P 500, Large Cap Blend Equities | JUSSX vs INDEX | |
| Voya Index Plus SmallCap Portfolio | 0.82 | 0.85 | 0.91 | 92 | Small Cap Blend Equities | JUSSX vs IPSIX |
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