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JOEIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$11.46
Change
+$0.05 (+0.44%)
Net Assets
1.08B

JOEIX JOHCM Emerging Markets Opps Advisor Forecast, Technical & Fundamental 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 193.9B. The market cap for tickers in the group ranges from 253.75M to 826.88B. TSM holds the highest valuation in this group at 826.88B. 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 24%. For the same stocks of the MF, the average monthly volume growth was 292% and the average quarterly volume growth was 8%

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: 52
Price Growth Rating: 63
SMR Rating: 35
Profit Risk Rating: 68
Seasonality Score: 37 (-100 ... +100)
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A.I. Advisor
published General Information

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
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JOEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JOEIX has been closely correlated with VEMRX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if JOEIX jumps, then VEMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JOEIX
1D Price
Change %
JOEIX100%
+0.44%
VEMRX - JOEIX
86%
Closely correlated
-0.57%
RNWFX - JOEIX
81%
Closely correlated
+0.15%
FNFWX - JOEIX
80%
Closely correlated
+0.14%
FWWNX - JOEIX
79%
Closely correlated
+0.16%
RNWHX - JOEIX
70%
Closely correlated
+0.16%
More