Johcm International Select Fund Quote

JOHAX Fund  USD 23.74  0.22  0.94%   

Performance

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Odds Of Distress

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Johcm International is trading at 23.74 as of the 29th of November 2024; that is 0.94 percent increase since the beginning of the trading day. The fund's open price was 23.52. Johcm International has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Johcm International Select 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 achieve its investment objective by investing primarily in common stocks and other equity securities of companies located outside the United States. Typically, it invests in a number of different countries, including emerging markets. More on Johcm International Select

Moving together with Johcm Mutual Fund

  1.0JOHIX Johcm InternationalPairCorr
  0.86RERFX Europacific GrowthPairCorr
  0.86AEPFX Europacific GrowthPairCorr
  0.87CEUAX Europacific GrowthPairCorr

Moving against Johcm Mutual Fund

  0.79SPMPX Invesco Steelpath MlpPairCorr
  0.79SPMJX Invesco Steelpath MlpPairCorr
  0.76LSHUX Horizon Spin Off Steady GrowthPairCorr
  0.76LSHEX Kinetics Spin Off Steady GrowthPairCorr
  0.76LSHCX Horizon Spin Off Steady GrowthPairCorr
  0.76WWNPX Kinetics Paradigm Steady GrowthPairCorr

Johcm Mutual Fund Highlights

Fund ConcentrationJOHCM Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, JOHCM Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of January 2021
Fiscal Year EndSeptember
Johcm International Select [JOHAX] is traded in USA and was established 29th of November 2024. Johcm International is listed under JOHCM Funds category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of JOHCM Funds family. This fund currently has accumulated 12.85 B in assets under management (AUM) with no minimum investment requirementsJohcm International is currently producing year-to-date (YTD) return of 0.17% with the current yeild of 0.02%, while the total return for the last 3 years was -7.08%.
Check Johcm International 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 International Select 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 International Select Mutual Fund Constituents

BABAAlibaba Group HoldingStockConsumer Discretionary
DOGEFOrsted ASPink SheetUtilities—Renewable
ICLRICON PLCStockHealth Care
TEAMAtlassian Corp PlcStockInformation Technology
NISTFNippon SteelPink SheetSteel
MDTMedtronic PLCStockHealth Care
KDSKFKoninklijke DSM NVPink SheetSpecialty Chemicals
KAOCFKao CorporationPink SheetHousehold & Personal Products
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Johcm International Top Holders

FILFXStrategic Advisers InternationalMutual FundForeign Large Blend
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Johcm International Risk Profiles

Johcm International Against Markets

Other Information on Investing in Johcm Mutual Fund

Johcm International 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 International security.
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