Johcm Small Mid Fund Equity Positions Weight
Johcm Small Mid fundamentals help investors to digest information that contributes to Johcm Small's financial success or failures. It also enables traders to predict the movement of Johcm Mutual Fund. The fundamental analysis module provides a way to measure Johcm Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Johcm Small mutual fund.
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Johcm Small Mid Mutual Fund Equity Positions Weight Analysis
Johcm Small's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Johcm Small Equity Positions Weight | 96.09 % |
Most of Johcm Small's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Johcm Small Mid is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
CompetitionAccording to the company disclosure, Johcm Small Mid has an Equity Positions Weight of 96%. This is much higher than that of the JOHCM Funds family and significantly higher than that of the Mid-Cap Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Johcm Small
The fund consists of 96.09% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Johcm Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Johcm Fundamentals
| Total Asset | 7.74 M | |||
| Net Asset | 7.74 M | |||
| Minimum Initial Investment | 1000 K | |||
| Cash Position Weight | 3.91 % | |||
| Equity Positions Weight | 96.09 % |
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Other Consideration for investing in Johcm Mutual Fund
If you are still planning to invest in Johcm Small Mid check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Johcm Small's history and understand the potential risks before investing.
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