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JOHCM Emerging Mkts Discovery Advisor (JOMEX)

13.02
-0.02
(-0.15%)
At close: 8:01:24 PM EDT
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  • Previous Close 13.04
  • YTD Return -1.39%
  • Expense Ratio 1.35%
  • Category Diversified Emerging Mkts
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 52.46M
  • Beta (5Y Monthly) 0.83
  • Yield 1.40%
  • 5y Average Return --
  • Holdings Turnover 119.54%
  • Last Dividend 0.19
  • Inception Date Jan 28, 2016

The fund invests, under normal circumstances, at least 80% of its net assets in equity securities issued by companies that meet the portfolio managers’ “discovery criteria” and that are located in emerging markets, including frontier markets. Equity securities include common and preferred stocks, and include rights and warrants to subscribe to common stock or other equity securities. It may achieve its equity exposure either directly or indirectly, such as through depositary receipts, exchange-traded funds (“ETFs”) and participatory notes (commonly known as “P-notes”).

JOHCM Funds

Fund Family

Diversified Emerging Mkts

Fund Category

52.46M

Net Assets

2016-01-28

Inception Date

Performance Overview: JOMEX

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Trailing returns as of 5/6/2025. Category is Diversified Emerging Mkts.

YTD Return

JOMEX
1.39%
Category
8.73%
 

1-Year Return

JOMEX
4.00%
Category
41.79%
 

3-Year Return

JOMEX
4.57%
Category
11.48%
 

5-Year Return

JOMEX
12.33%
Category
12.18%
 

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Holdings: JOMEX

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Sector Weightings

SectorJOMEX
Technology   19.01%
Industrials   16.67%
Healthcare   9.63%
Real Estate   5.08%
Energy   1.24%
Utilities   0.54%

Recent News: JOMEX

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Research Reports: JOMEX

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