Johcm Global Equity Fund Quote
| JOGEX Fund | USD 15.15 0.02 0.13% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Johcm Global is trading at 15.15 as of the 29th of November 2024; that is 0.13 percent decrease since the beginning of the trading day. The fund's open price was 15.17. Johcm Global has about a 20 % 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 Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund seeks to invest primarily in common stocks and other equity securities of U.S. and non-U.S. companies, including in preferred stock, rights, and warrants. The fund normally invests at least 40 percent of its assets in companies located in countries other than the U.S., provided that the fund reserves the flexibility to invest as little as 30 percent of its assets in companies located outside the U.S. More on Johcm Global Equity
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Johcm Mutual Fund Highlights
| Fund Concentration | JOHCM Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, JOHCM Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of January 2021 |
| Fiscal Year End | September |
Johcm Global Equity [JOGEX] is traded in USA and was established 29th of November 2024. Johcm Global is listed under JOHCM Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of JOHCM Funds family. This fund currently has accumulated 587.16 M in assets under management (AUM) with no minimum investment requirementsJohcm Global Equity is currently producing year-to-date (YTD) return of 20.61% with the current yeild of 0.01%, while the total return for the last 3 years was -2.97%.
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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 Global Equity 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 Global Equity Mutual Fund Constituents
| MOMO | Hello Group | Stock | Communication Services | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| TEAM | Atlassian Corp Plc | Stock | Information Technology | |
| KEYS | Keysight Technologies | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| NEE | Nextera Energy | Stock | Utilities | |
| APTV | Aptiv PLC | Stock | Consumer Discretionary |
Johcm Global Equity Risk Profiles
| Mean Deviation | 0.6932 | |||
| Semi Deviation | 0.903 | |||
| Standard Deviation | 0.952 | |||
| Variance | 0.9063 |
Johcm Global Against Markets
Other Information on Investing in Johcm Mutual Fund
Johcm Global 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 Global security.
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