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PFG JP Morgan Tactical Aggressive Strategy Fund (PFSEX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

The fund seeks to achieve its investment objective by investing more than 80% of the fund's assets in shares of mutual funds and exchange-traded funds advised by J.P. Morgan Investment Management Inc. ("JP Morgan"), under normal market circumstances ("JP Morgan underlying funds"), with each by JP Morgan underlying fund investing primarily in equity securities of varying market capitalizations, in order to obtain exposure to the broad equity market.

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

Best Diversifiers for PFSEX

1 mutual funds have low correlation with PFSEX (below 0.3), 0 of which are negatively correlated. The least correlated is Cohen & Steers Global Infrastructure Fund Class A (CSUAX) (Global Equities) with a 1Y correlation of 0.26, down from 0.57 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
CSUAX
Cohen & Steers Global Infrastructure Fund Class A0.260.410.57
75
Global EquitiesPFSEX vs CSUAX
FGIAX
Nuveen Global Infrastructure Fund Class A0.320.470.64
69
Global EquitiesPFSEX vs FGIAX
RTXAX
Russell Investment Tax-Managed Real Assets Fund0.510.630.74
86
Global EquitiesPFSEX vs RTXAX
VMNVX
Vanguard Global Minimum Volatility Fund Admiral Sh...0.550.650.74
67
Global EquitiesPFSEX vs VMNVX
VMVFX
Vanguard Global Minimum Volatility Fund Investor S...0.550.650.74
66
Global EquitiesPFSEX vs VMVFX
See all 33 diversifiers for PFSEX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from PFSEX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to PFSEX and solid risk/return profiles. The least correlated is Amazon.com, Inc (AMZN) (Consumer Cyclical) with a 1Y correlation of 0.55, roughly unchanged from 0.65 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
AMZN
Amazon.com, Inc0.550.610.65
55
Consumer Cyclical
NVDA
NVIDIA Corporation0.560.600.65
69
Technology

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