Johcm International Opportunities Fund Quote

JOPSX Fund  USD 12.58  0.03  0.24%   

Performance

14 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 35

 
100  
 
Zero
Below Average
Johcm International is trading at 12.58 as of the 28th of March 2024; that is 0.24% increase since the beginning of the trading day. The fund's open price was 12.55. Johcm International has about a 35 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Johcm International Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
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.. More on Johcm International Opportunities

Moving together with Johcm Mutual Fund

  0.93STFGX State Farm GrowthPairCorr
  0.84TSWHX TswhgyldbdinstlPairCorr
  0.88JOEAX Johcm Emerging MarketsPairCorr
  0.9JOGEX Johcm Global EquityPairCorr
  0.88JOEIX Johcm Emerging MarketsPairCorr
  0.88JOEMX Johcm Emerging MarketsPairCorr
  0.96JOHIX Johcm InternationalPairCorr

Johcm Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Johcm International's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Johcm International or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationJOHCM Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, JOHCM Funds, Large Blend, Foreign Large Blend (View all Sectors)
Update Date22nd of March 2024
Expense Ratio Date28th of January 2021
Fiscal Year EndSeptember
Johcm International Opportunities [JOPSX] is traded in USA and was established 28th of March 2024. Johcm International is listed under JOHCM Funds category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of JOHCM Funds family. This fund currently has accumulated 3.69 M in assets under management (AUM) with minimum initial investment of 1000 K. Johcm International is currently producing year-to-date (YTD) return of 5.75% with the current yeild of 0.59%, while the total return for the last 3 years was 7.55%.
Check Johcm International Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Johcm Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Johcm Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Johcm International Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Johcm International Opportunities Mutual Fund Constituents

WOLTFWolters Kluwer NVPink SheetSpecialty Business Services
GLPEFGalp Energia SGPSOTC StockOil & Gas Integrated
PMPhilip Morris InternationalStockConsumer Staples
ROGRogersStockInformation Technology
IPXHFInpexPink SheetUS Pink Sheet
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Johcm International Target Price Odds Analysis

Based on a normal probability distribution, the odds of Johcm International jumping above the current price in 90 days from now is under 4%. The Johcm International Opportunities probability density function shows the probability of Johcm International mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Johcm International has a beta of 0.7099. This indicates as returns on the market go up, Johcm International average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Johcm International Opportunities will be expected to be much smaller as well. Additionally, johcm International Opportunities has an alpha of 0.0172, implying that it can generate a 0.0172 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 12.58HorizonTargetOdds Above 12.58
96.03%90 days
 12.58 
3.88%
Based on a normal probability distribution, the odds of Johcm International to move above the current price in 90 days from now is under 4 (This Johcm International Opportunities probability density function shows the probability of Johcm Mutual Fund to fall within a particular range of prices over 90 days) .

Johcm International Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Johcm International market risk premium is the additional return an investor will receive from holding Johcm International long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Johcm International. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Johcm International's alpha and beta are two of the key measurements used to evaluate Johcm International's performance over the market, the standard measures of volatility play an important role as well.

Johcm International Against Markets

Picking the right benchmark for Johcm International mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Johcm International mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Johcm International is critical whether you are bullish or bearish towards Johcm International Opportunities at a given time. Please also check how Johcm International's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Johcm International without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Johcm Mutual Fund?

Before investing in Johcm International, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Johcm International. To buy Johcm International fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Johcm International. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Johcm International fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Johcm International Opportunities fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Johcm International Opportunities fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Johcm International Opportunities, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Johcm International Opportunities?

The danger of trading Johcm International Opportunities is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Johcm International is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Johcm International. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Johcm International is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Johcm International Opportunities. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state.
You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.

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When running Johcm International's price analysis, check to measure Johcm International's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Johcm International is operating at the current time. Most of Johcm International's value examination focuses on studying past and present price action to predict the probability of Johcm International's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Johcm International's price. Additionally, you may evaluate how the addition of Johcm International to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Johcm International's value and its price as these two are different measures arrived at by different means. Investors typically determine if Johcm International is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Johcm International's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.