Johcm Emerging Markets Fund Quote
| JOEAX Fund | USD 11.66 0.04 0.34% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Johcm Emerging is trading at 11.66 as of the 29th of November 2024; that is 0.34 percent decrease since the beginning of the trading day. The fund's open price was 11.7. Johcm Emerging has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Johcm Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in equity securities of companies located in emerging market countries. It may also invest up to 5 percent of its assets in frontier markets, which are generally smaller, less liquid and less developed than emerging markets. More on Johcm Emerging Markets
Moving together with Johcm Mutual Fund
Johcm Mutual Fund Highlights
| Fund Concentration | JOHCM Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, JOHCM Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of January 2021 |
| Fiscal Year End | September |
Johcm Emerging Markets [JOEAX] is traded in USA and was established 29th of November 2024. Johcm Emerging is listed under JOHCM Funds category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of JOHCM Funds family. This fund currently has accumulated 863.82 M in assets under management (AUM) with no minimum investment requirementsJohcm Emerging Markets is currently producing year-to-date (YTD) return of 7.66% with the current yeild of 0.01%, while the total return for the last 3 years was -0.83%.
Check Johcm Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Johcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Johcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Johcm Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Johcm Emerging Markets Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
Johcm Emerging Markets Risk Profiles
| Mean Deviation | 0.7462 | |||
| Semi Deviation | 0.8884 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.03 |
Johcm Emerging Against Markets
Other Information on Investing in Johcm Mutual Fund
Johcm Emerging financial ratios help investors to determine whether Johcm Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Johcm with respect to the benefits of owning Johcm Emerging security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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| Fundamental Analysis View fundamental data based on most recent published financial statements |