JOPSX Mutual Fund

JOPSX Mutual Fund (JOHCM International Opportunities Fund Institutional Class) is managed by JOHCM Funds with $2.3M in net assets. JOPSX expense ratio is 0.51%, holding 38 positions across sectors including Financials, Utilities, Industrials. Inception date: 2016-09-29.

JOPSX performance shows a YTD return of 11.56%. The 1-year return is 21.50% and the 5-year return is 11.00%. JOPSX dividend yield stands at 2.50%, paid annually.

JOPSX top holdings include Deutsche Boerse Ag (4.9%), Shell Plc Ord GBP0.07 (4.5%), Japan Exchange Group Inc - Common (3.9%), QBE Insurance Group Ltd. Ordinary Fully Paid (3.5%), Leonardo Spa (3.5%). 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.