Looking to diversify beyond JVSIX? The mutual funds below have historically moved differently from JVSIX, 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 JVSIX
0 mutual funds have low correlation with JVSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) (Mid Cap Value Equities) with a 1Y correlation of 0.69, down from 0.87 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Hotchkis & Wiley Mid-Cap Value Fund | 0.69 | 0.82 | 0.87 | 86 | Mid Cap Value Equities | JVSIX vs HWMIX | |
| Invesco Value Opportunities Fund | 0.74 | 0.79 | 0.85 | 74 | Mid Cap Value Equities | JVSIX vs VVOAX | |
| Invesco Value Opportunities Fund Class Y | 0.76 | 0.80 | 0.86 | 74 | Mid Cap Value Equities | JVSIX vs VVOIX | |
| Invesco V.I. American Value Fund | 0.76 | 0.80 | 0.86 | 72 | Mid Cap Value Equities | JVSIX vs UMCVX | |
| Ariel Focus Fund | 0.77 | 0.85 | 0.89 | 81 | Mid Cap Value Equities | JVSIX vs ARFFX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements JVSIX
Add JVSIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with JVSIX