JOSMX : JOHCM International Small Cap Equity Fund Institutional Shares

JOSMX is a International Stocks Market Mid-Cap Blend with MODERATE fees.

JOSMX

JOHCM International Small Cap Equity Fund Institutional Shares

FI Score

32 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

32% FI Score
  • josmx
  • Mutual Fund
  • International Stocks
  • Mid-Cap Blend

JOHCM International Small Cap Equity Fund Institutional Shares

Expenses: 1.24% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend International Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in equity securities such as common stocks, preferred stock, rights and warrants issued by small companies that are based outside the United States, including companies in emerging and frontier as well as in developed markets. Under normal circumstances, the fund will hold 70-80 investments across 12 countries.

Largest Holdings

Amount Holding
2.04% Genus PLC
2.01% SHO-BOND Holdings Co Ltd
1.98% RION Co Ltd
1.95% BioGaia AB Class B
1.94% Vaisala Oyj Class A
1.90% Vinda International Holdings Ltd
1.85% Iwatani Corp
1.84% Ariake Japan Co Ltd
1.83% Gurit Holding AG
1.82% Porvair PLC
1.79% Genomma Lab Internacional SAB de CV
1.77% Corbion NV
1.75% Sakata Seed Corp
1.72% Borregaard ASA
1.70% LEM Holding SA
1.69% Kintetsu World Express Inc
1.67% Avanza Bank Holding AB
1.67% Bloomsbury Publishing PLC
1.65% Daiseki Co Ltd
1.64% Mani Inc
1.61% Gerresheimer AG
1.60% Cloetta AB B
1.60% Robertet SA
1.58% GWA Group Ltd
1.56% Ahlstrom-Munksjo Oyj

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