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JOEIX
Mutual Fund ticker: NASDAQ
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JOEIX price forecast, quote, news & analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Itau Unibanco Holding SA (NYSE:ITUB), Cemex SAB de CV (NYSE:CX).

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 Advisor MF is 192.84B. The market cap for tickers in the group ranges from 253.75M to 821.53B. TSM holds the highest valuation in this group at 821.53B. The lowest valued company is FST at 253.75M.

Volume

The average weekly volume growth across all stocks in the JOHCM Emerging Markets Opps Advisor MF was -10%. For the same stocks of the MF, the average monthly volume growth was 17% and the average quarterly volume growth was 121%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 57
Price Growth Rating: 66
SMR Rating: 35
Profit Risk Rating: 69
Seasonality Score: 23 (-100 ... +100)
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General Information

Category DiversifiedEmergingMkts

Profile
Fundamentals
Details
Category
Diversified Emerging Mkts
Address
JOHCM Funds Trust53 STATE STREET, 13TH FLOOR
Phone
617-993-0712
Web
N/A