PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Janus Henderson Small-Mid Cap Value Fund (JVSIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The investment seeks capital appreciation. The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of small- and mid-sized companies. It may also invest in foreign securities, which may include investments in emerging markets. In addition, when the portfolio manager believes that market conditions are unfavorable for investing, or when he is otherwise unable to locate attractive investment opportunities, the fund's cash or similar investments may increase.

Looking to diversify beyond JVSIX? The mutual funds below have the lowest correlation with JVSIX — 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 JVSIX.

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 Janus Henderson Global Technology and Innovation Fund Class D (JNGTX) (Technology Equities) with a 1Y correlation of 0.37, down from 0.59 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
JNGTX
Janus Henderson Global Technology and Innovation F...0.370.480.59
78
Technology EquitiesJVSIX vs JNGTX
JATIX
Janus Henderson Global Technology and Innovation F...0.380.490.59
78
Technology EquitiesJVSIX vs JATIX
JAGTX
Janus Global Technology and Innovation Fund0.390.490.59
78
Technology EquitiesJVSIX vs JAGTX
JGLTX
Janus Henderson VIT Global Technology and Innovati...0.400.490.59
79
Technology EquitiesJVSIX vs JGLTX
HWMIX
Hotchkis & Wiley Mid-Cap Value Fund0.770.850.88
62
Mid Cap Value EquitiesJVSIX vs HWMIX
See all 24 diversifiers for JVSIX

To view more results, upgrade your current subscription plan.

Diversification Analysis

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