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JOEAX JOHCM Emerging Markets Opps Investor Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Petroleo Brasileiro Sa-Petrobras ADS (REP 1 Common Share) (NYSE:PBR).

Industry description

The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities of companies located in emerging market countries. It may also invest up to 5% of its assets in frontier markets, which are generally smaller, less liquid and less developed than emerging markets. It obtains indirect exposure to equity securities through instruments such as depositary receipts and participatory notes. The fund may invest a significant portion of its assets in investments located in one country or a small number of countries.

Market Cap

The average market capitalization across the JOHCM Emerging Markets Opps Investor MF is 398.33B. The market cap for tickers in the group ranges from 114.78B to 132.03B. PBR holds the highest valuation in this group at 132.03B. The lowest valued company is HDB at 114.78B.

Volume

The average weekly volume growth across all stocks in the JOHCM Emerging Markets Opps Investor MF was 48%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 38
P/E Growth Rating: 38
Price Growth Rating: 49
SMR Rating: 32
Profit Risk Rating: 38
Seasonality Score: -53 (-100 ... +100)
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published General Information

General Information

Category DiversifiedEmergingMkts

Profile
Details
Category
Diversified Emerging Mkts
Address
1 CONGRESS STREET, SUITE 3101BOSTON MA 02114BOSTON
Phone
N/A
Web
N/A
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JOEAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JOEAX has been closely correlated with RNWBX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if JOEAX jumps, then RNWBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JOEAX
1D Price
Change %
JOEAX100%
N/A
RNWBX - JOEAX
87%
Closely correlated
-0.67%
RNWHX - JOEAX
85%
Closely correlated
-0.66%
FNWFX - JOEAX
81%
Closely correlated
-0.66%
RNWFX - JOEAX
81%
Closely correlated
-0.66%
FNFWX - JOEAX
81%
Closely correlated
-0.66%
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JOHCM Emerging Markets Opps Investor (JOEAX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com