Johcm Emerging Markets Fund Quote
| JOEAX Fund | USD 12.17 0.05 0.41% |
PerformanceOK
| Odds Of DistressLow
|
Johcm Emerging is trading at 12.17 as of the 21st of March 2025; that is 0.41 percent decrease since the beginning of the trading day. The fund's open price was 12.22. Johcm Emerging 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. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. 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 Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, JOHCM Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of January 2021 |
| Fiscal Year End | September |
Johcm Emerging Markets [JOEAX] is traded in USA and was established 21st of March 2025. 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 6.43% with the current yeild of 0.01%, while the total return for the last 3 years was 5.78%.
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 | 0.8553 | |||
| Semi Deviation | 1.08 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 |
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.
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