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JOGEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$12.02
Change
-$0.09 (-0.74%)
Net Assets
40.52M

JOGEX JOHCM Global Select Advisor Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Eli Lilly & Co (NYSE:LLY), Regeneron Pharmaceuticals (NASDAQ:REGN).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to invest primarily in common stocks and other equity securities of U.S. and non-U.S. companies, including in preferred stock, rights, and warrants. The fund normally invests at least 40% of its assets in companies located in countries other than the U.S., provided that the fund reserves the flexibility to invest as little as 30% of its assets in companies located outside the U.S. when market conditions are unfavorable.

Market Cap

The average market capitalization across the JOHCM Global Select Advisor MF is 1.67T. The market cap for tickers in the group ranges from 81.32B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is REGN at 81.32B.

Volume

The average weekly volume growth across all stocks in the JOHCM Global Select Advisor MF was 33%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 73
Price Growth Rating: 32
SMR Rating: 32
Profit Risk Rating: 18
Seasonality Score: -30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
JOHCM Funds Trust53 STATE STREET, 13TH FLOOR
Phone
617-993-0712
Web
N/A
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JOGEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JOGEX has been closely correlated with RNPCX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if JOGEX jumps, then RNPCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JOGEX
1D Price
Change %
JOGEX100%
N/A
RNPCX - JOGEX
88%
Closely correlated
-0.26%
RNPAX - JOGEX
81%
Closely correlated
-0.24%
RNPBX - JOGEX
81%
Closely correlated
-0.25%
RNPEX - JOGEX
81%
Closely correlated
-0.24%
NPFFX - JOGEX
80%
Closely correlated
-0.25%
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