PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

JPMorgan Investor Balanced Fund (OIBFX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 50% in income securities and 50% in equity securities.

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

Best Diversifiers for OIBFX

1 mutual funds have low correlation with OIBFX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.04, down from 0.50 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
MHELX
MH Elite Small Cap Fund of Funds Fund0.040.170.50
67
Diversified PortfolioOIBFX vs MHELX
FIQDX
Fidelity Advisor Strategic Real Return Fund Class ...0.380.570.63
88
Diversified PortfolioOIBFX vs FIQDX
FCSRX
Fidelity Advisor Strategic Real Return Fund Class ...0.380.580.63
82
Diversified PortfolioOIBFX vs FCSRX
FSRRX
Fidelity Strategic Real Return Fund0.380.580.64
87
Diversified PortfolioOIBFX vs FSRRX
FSIRX
Fidelity Advisor Strategic Real Return Fund Class ...0.390.570.63
86
Diversified PortfolioOIBFX vs FSIRX
See all 28 diversifiers for OIBFX

To view more results, upgrade your current subscription plan.

Diversification Analysis

Build a portfolio that complements OIBFX

Add OIBFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with OIBFX