JOEMX Alternatives & Similar Mutual Funds

JOHCM Emerging Markets Opportunities Fund (JOEMX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JOEMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to JOEMX

JOEMX charges 1.02% annually. There are 88 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018	JOEMX vs FHKFX
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008	JOEMX vs FEMSX
VEMIX	Vanguard Emerging Markets Stock Index Fund Institu...	0.06%	—	Jun 2000	JOEMX vs VEMIX
FERGX	Fidelity SAI Emerging Markets Index Fund	0.08%	—	Jan 2016	JOEMX vs FERGX
FPADX	Fidelity Emerging Markets Index Fund	0.08%	—	Sep 2011	JOEMX vs FPADX

Best Risk-Adjusted Alternatives to JOEMX

JOEMX has a PortfoliosLab risk / return rank of 61. There are 101 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
LZEMX	Lazard Emerging Markets Equity Portfolio	94	—	Jul 1994	JOEMX vs LZEMX
RLEMX	Lazard Emerging Markets Equity Portfolio Class R6	94	—	—	JOEMX vs RLEMX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	92	—	Oct 2011	JOEMX vs ESCIX
DEMIX	Delaware Emerging Markets Fund	91	—	Jun 1996	JOEMX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	91	—	Jun 1996	JOEMX vs DEMAX

Top Performing JOEMX Alternatives (YTD)

JOEMX is at 15.83% YTD. There are 119 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.

Symbol	Name	YTD Return	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	68.59%	—	Jun 1996	JOEMX vs DEMIX
DEMAX	Nomura Emerging Markets Fund Class A	68.34%	—	Jun 1996	JOEMX vs DEMAX
DEMCX	Nomura Emerging Markets Fund Class C	67.60%	—	Jun 1996	JOEMX vs DEMCX
FQEMX	Franklin Templeton SMACS: Series EM	50.59%	—	Nov 2021	JOEMX vs FQEMX
GMAQX	GMO Emerging Markets ex-China Fund	37.39%	—	Oct 2021	JOEMX vs GMAQX

Lowest Volatility Alternatives to JOEMX

JOEMX has 20.80% 1-year volatility. There are 87 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.

Symbol	Name	Volatility 1Y	AUM	Inception
GSIYX	Goldman Sachs GQG Partners International Opportuni...	9.88%	—	Dec 2016	JOEMX vs GSIYX
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	10.28%	—	Oct 2011	JOEMX vs ESCIX
GQGPX	GQG Partners Emerging Markets Equity Fund	11.51%	—	Dec 2016	JOEMX vs GQGPX
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	11.53%	—	—	JOEMX vs GQGIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	11.80%	—	Jan 2019	JOEMX vs FGKPX

Lowest Drawdown Alternatives to JOEMX

JOEMX has a 1-year max drawdown of -15.66%. There are 171 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	-5.70%	—	Oct 2011	JOEMX vs ESCIX
FGKPX	Fidelity SAI Emerging Markets Low Volatility Index...	-6.93%	—	Jan 2019	JOEMX vs FGKPX
GSIYX	Goldman Sachs GQG Partners International Opportuni...	-7.81%	—	Dec 2016	JOEMX vs GSIYX
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	-8.89%	—	Dec 2020	JOEMX vs BADEX
COBYX	The Cook & Bynum Fund	-8.95%	—	Jun 2009	JOEMX vs COBYX

Other Mutual Funds from JOHCM Funds

The 3 most viewed JOHCM Funds mutual funds shown here include JOHIX, JOPSX, JOMMX and span 2 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JOHIX	JOHCM International Select Fund	Foreign Large Cap Equities	27	5.32%	—	Jul 2009	JOEMX vs JOHIX
JOPSX	JOHCM International Opportunities Fund	Foreign Large Cap Equities	69	12.91%	—	Sep 2016	JOEMX vs JOPSX
JOMMX	JOHCM Emerging Markets Small Mid Cap Equity Fund	Emerging Markets Equities	19	7.26%	—	Dec 2014	JOEMX vs JOMMX

Often Compared With JOEMX

Investors most often compare JOEMX with WLIVX, WCFOX, CEMFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
WLIVX	WCM Focused International Value Fund	Foreign Large Cap Equities	63	12.57%	—	Jun 2020	JOEMX vs WLIVX
WCFOX	WCM Focused International Opportunities Fund	Foreign Small & Mid Cap Equities	19	9.66%	—	Mar 2021	JOEMX vs WCFOX
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Equities	71	15.68%	—	Aug 2012	JOEMX vs CEMFX
GTDDX	Invesco EQV Emerging Markets All Cap Fd	Emerging Markets Equities	83	30.40%	—	Jan 1994	JOEMX vs GTDDX
QQQ	Invesco QQQ ETF	Nasdaq-100	58	14.23%	452.80B	Mar 1999	JOEMX vs QQQ
TEMZX	Templeton Emerging Markets Small Cap Fund	Emerging Markets Equities	17	6.79%	—	Oct 2006	JOEMX vs TEMZX
DRESX	Driehaus Emerging Markets Small Cap Growth Fund	Emerging Markets Equities	21	2.62%	—	Aug 2011	JOEMX vs DRESX
WAEMX	Wasatch Emerging Markets Small Cap Fund	Emerging Markets Equities	35	12.35%	—	Sep 2007	JOEMX vs WAEMX
PDEZX	PGIM Jennison Emerging Markets Equity Opportunitie...	Emerging Markets Equities	14	8.54%	—	Sep 2014	JOEMX vs PDEZX
GLLSX	abrdn Emerging Markets ex-China Fund	Emerging Markets Equities	80	28.23%	—	Aug 2000	JOEMX vs GLLSX
LCSMX	Martin Currie SMA-Shares Series EM Fund	Emerging Markets Equities	83	35.37%	—	Jan 2018	JOEMX vs LCSMX
FCEEX	Franklin Emerging Market Core Equity (IU) Fund Adv...	Emerging Markets Equities	64	17.90%	—	Jul 2019	JOEMX vs FCEEX
VIESX	Virtus KAR Emerging Markets Small-Cap Fund	Emerging Markets Equities	5	1.96%	—	Dec 2013	JOEMX vs VIESX
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Equities	86	24.39%	—	Jan 2019	JOEMX vs LVAZX
EFEIX	Ashmore Emerging Markets Frontier Equity Fund	Emerging Markets Equities	23	4.39%	—	Nov 2013	JOEMX vs EFEIX
HLFMX	Harding Loevner Frontier Emerging Markets Fund	Emerging Markets Equities	27	6.49%	—	May 2008	JOEMX vs HLFMX
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Equities	61	9.06%	—	Jun 1998	JOEMX vs EITEX
SSKEX	State Street Emerging Markets Equity Index Fund	Emerging Markets Equities	65	17.04%	—	Dec 2015	JOEMX vs SSKEX
BEMIX	Brandes Emerging Markets Fund	Emerging Markets Equities	89	21.14%	—	Jan 2011	JOEMX vs BEMIX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Equities	61	9.08%	—	Jun 2006	JOEMX vs EAEMX

Compare JOEMX with Any Fund or Stock

Compare JOEMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair JOEMX with funds that move differently

JOHCM Emerging Markets Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JOEMX.

Explore JOEMX Diversifiers

JOHCM Emerging Markets Opportunities Fund (JOEMX) Alternatives