Johcm International Opportunities Fund Quote
| JOPSX Fund | USD 13.35 0.10 0.75% |
PerformanceSolid
| Odds Of DistressLow
|
Johcm International is trading at 13.35 as of the 26th of March 2025; that is 0.75 percent up since the beginning of the trading day. The fund's open price was 13.25. Johcm International has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 26th of December 2024 and ending today, the 26th of March 2025. 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
Moving together with Johcm Mutual Fund
| 0.7 | TSWHX | Tswhgyldbdinstl | PairCorr |
| 0.93 | TSWMX | Tsw Emerging Markets | PairCorr |
| 0.85 | JOEAX | Johcm Emerging Markets | PairCorr |
| 0.85 | JOEIX | Johcm Emerging Markets | PairCorr |
| 0.85 | JOEMX | Johcm Emerging Markets | PairCorr |
Moving against Johcm Mutual Fund
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 | 31st of March 2025 |
| Expense Ratio Date | 28th of January 2021 |
| Fiscal Year End | September |
Johcm International Opportunities [JOPSX] is traded in USA and was established 26th of March 2025. 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 13.05% with the current yeild of 0.02%, while the total return for the last 3 years was 13.66%.
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 | 0.6868 | |||
| Semi Deviation | 0.5668 | |||
| Standard Deviation | 0.8984 | |||
| Variance | 0.807 |
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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