Johcm International Opportunities Fund Quote
| JOPSX Fund | USD 12.60 0.08 0.63% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Johcm International is trading at 12.60 as of the 27th of November 2024; that is 0.63 percent down since the beginning of the trading day. The fund's open price was 12.68. Johcm International has about a 23 % 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 Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of May 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests primarily in equity securities of companies located outside the U.S. It may invest in non-U.S. companies of any size, including small- and mid-capitalization companies, to achieve its objective. The fund may achieve its equity exposure either directly or indirectly, such as through participatory notes, though it does not use such indirect instruments as a means of achieving leverage.. More on Johcm International Opportunities
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JOHCM Mutual Fund Highlights
| Fund Concentration | JOHCM Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, JOHCM Funds, Large Blend, Foreign Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of January 2021 |
| Fiscal Year End | September |
Johcm International Opportunities [JOPSX] is traded in USA and was established 27th of November 2024. Johcm International is listed under JOHCM Funds category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of JOHCM Funds family. This fund currently has accumulated 3.69 M in assets under management (AUM) with minimum initial investment of 1000 K. Johcm International is currently producing year-to-date (YTD) return of 6.77% with the current yeild of 0.01%, while the total return for the last 3 years was 8.95%.
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 Opportunities 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 Opportunities Mutual Fund Constituents
| WOLTF | Wolters Kluwer NV | Pink Sheet | Specialty Business Services | |
| GLPEF | Galp Energia SGPS | OTC Stock | Oil & Gas Integrated | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| ROG | Rogers | Stock | Information Technology | |
| IPXHF | Inpex | Pink Sheet | US Pink Sheet |
Johcm International Risk Profiles
| Mean Deviation | 0.5563 | |||
| Standard Deviation | 0.6924 | |||
| Variance | 0.4795 | |||
| Risk Adjusted Performance | (0.09) |
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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