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JOPSX JOHCM International Opps Institutional Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK).

Industry description

The investment seeks to achieve long-term risk-adjusted total return by investing in a portfolio of international equity securities. The fund invests primarily in equity securities of companies located outside the U.S. It may invest in non-U.S. companies of any size, including small- and mid-capitalization companies, to achieve its objective. The fund may achieve its equity exposure either directly or indirectly, such as through participatory notes, though it does not use such indirect instruments as a means of achieving leverage.

Market Cap

The average market capitalization across the JOHCM International Opps Institutional MF is 151.57B. The market cap for tickers in the group ranges from 1.93B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is ROG at 1.93B.

Volume

The average weekly volume growth across all stocks in the JOHCM International Opps Institutional MF was 33%. For the same stocks of the MF, the average monthly volume growth was 46% and the average quarterly volume growth was 39%

Fundamental Analysis Ratings

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

Valuation Rating: 37
P/E Growth Rating: 49
Price Growth Rating: 58
SMR Rating: 59
Profit Risk Rating: 49
Seasonality Score: 60 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Foreign Large Blend
Address
JOHCM Funds Trust53 STATE STREET, 13TH FLOOR
Phone
617-993-0712
Web
N/A
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SNIEX21.55-0.12
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JOPSX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JOPSX
1D Price
Change %
JOPSX100%
-0.71%
MDIHX - JOPSX
88%
Closely correlated
-0.68%
FSGEX - JOPSX
86%
Closely correlated
-0.54%
VFWPX - JOPSX
86%
Closely correlated
-0.50%
APHKX - JOPSX
83%
Closely correlated
+0.06%
VTMNX - JOPSX
82%
Closely correlated
-0.51%
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