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JOGIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
67.45M

JOGIX JOHCM Global Select Institutional Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), 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 Institutional MF is 220.84B. The market cap for tickers in the group ranges from 8.9B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is RGEN at 8.9B.

Volume

The average weekly volume growth across all stocks in the JOHCM Global Select Institutional MF was 123%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was 2%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 42
Price Growth Rating: 41
SMR Rating: 57
Profit Risk Rating: 39
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

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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JOGIX and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JOGIX
1D Price
Change %
JOGIX100%
+0.69%
RNPFX - JOGIX
88%
Closely correlated
+0.61%
RNPCX - JOGIX
87%
Closely correlated
+0.61%
RNPEX - JOGIX
79%
Closely correlated
+0.60%
RNPBX - JOGIX
79%
Closely correlated
+0.61%
NPFCX - JOGIX
79%
Closely correlated
+0.59%
More