JOEAX Mutual Fund

JOEAX Mutual Fund (JOHCM Emerging Markets Opportunities Fund Investor Class) is managed by JOHCM Funds with $26.1M in net assets. JOEAX expense ratio is 1.28%, holding 65 positions across sectors including Financials, Materials, Consumer Discretionary. Inception date: 2013-12-17.

JOEAX performance shows a YTD return of 13.19%. The 1-year return is 21.44% and the 5-year return is 8.26%. JOEAX dividend yield stands at 4.92%.

JOEAX top holdings include Tsmc (12.3%), Tencent Holdings, Ltd. (6.2%), Sk Hynix Semiconductor Inc. .. (4.3%), Hong Kong Exchanges and Clearing Limited Shs (3.7%), ITAU UNIBANCO HOLDING SA ADR (3.4%). Go to all JOEAX holdings, JOEAX sectors, or JOEAX dividends.

JOEAX can be compared against other funds. Use JOEAX overlap to find shared positions, or JOEAX vs another fund for a side-by-side view. JOEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.