JOPSX Mutual Fund

JOPSX Mutual Fund (JOHCM International Opportunities Fund Institutional Class) is managed by JOHCM Funds with $525.8M in net assets. JOPSX expense ratio is 0.51%, holding 43 positions across sectors including Financials, Consumer Staples, Materials. Inception date: 2016-09-29.

JOPSX performance shows a YTD return of 11.01%. The 1-year return is 14.96% and the 5-year return is 11.70%. JOPSX dividend yield stands at 2.51%, paid annually.

JOPSX top holdings include Northern Institutional Treasury Portfolio (6.0%), Japan Exchange Group, Inc (4.6%), Deutsche Boerse Ag (4.2%), Shell Plc (4.1%), Publicis Group Sa S/Adr Ordinary Shares (3.9%). Go to all JOPSX holdings, JOPSX sectors, or JOPSX dividends.

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