JOHCM Emerging Markets Opportunities Fund (JOEMX) Alternatives
JOHCM Emerging Markets Opportunities Fund (JOEMX) belongs to the Emerging Markets Diversified 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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JOEMX
JOEMX charges 1.02% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among JOEMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | JOEMX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | JOEMX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | JOEMX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | JOEMX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | May 30, 2018 | JOEMX vs EMPTX |
Best Risk-Adjusted Alternatives to JOEMX
Among mutual funds in the Emerging Markets Diversified category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | Jun 9, 1996 | JOEMX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 96 | Jan 9, 2018 | JOEMX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 96 | Jul 14, 1994 | JOEMX vs LZEMX | |
| Brandes Emerging Markets Fund | 96 | Jan 30, 2011 | JOEMX vs BEMIX | |
| Franklin Templeton SMACS: Series EM | 95 | Nov 21, 2021 | JOEMX vs FQEMX |
Top Performing JOEMX Alternatives (YTD)
JOEMX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 13.36% | Jun 9, 1996 | JOEMX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 9.17% | Jan 9, 2018 | JOEMX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | JOEMX vs ESCIX | |
| Franklin Templeton SMACS: Series EM | 8.67% | Nov 21, 2021 | JOEMX vs FQEMX | |
| Cullen Emerging Markets High Dividend Fund | 6.79% | Aug 30, 2012 | JOEMX vs CEMFX |
Lowest Volatility Alternatives to JOEMX
JOEMX alternatives from the Emerging Markets Diversified category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.20% | Dec 20, 2020 | JOEMX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 11.89% | May 26, 2008 | JOEMX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.06% | Jun 29, 2006 | JOEMX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.26% | Jun 29, 1998 | JOEMX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.26% | Nov 3, 2013 | JOEMX vs EFEIX |
Lowest Drawdown Alternatives to JOEMX
JOEMX alternatives from the Emerging Markets Diversified category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | Dec 20, 2020 | JOEMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | JOEMX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | JOEMX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | JOEMX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | JOEMX vs EITEX |
Other Mutual Funds from JOHCM Funds
Most popular JOHCM Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JOHCM International Select Fund | Foreign Large Cap Equities | 30 | -4.17% | Jul 28, 2009 | JOEMX vs JOHIX | |
| JOHCM International Opportunities Fund | Foreign Large Cap Equities | 43 | 0.00% | Sep 29, 2016 | JOEMX vs JOPSX | |
| JOHCM Emerging Markets Small Mid Cap Equity Fund | Emerging Markets Diversified | 73 | 2.19% | Dec 16, 2014 | JOEMX vs JOMMX |
Often Compared With JOEMX
What investors most often compare with JOEMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 46 | -7.79% | Mar 29, 2021 | JOEMX vs WCFOX | |
| WCM Focused International Value Fund | Foreign Large Cap Equities | 71 | -4.73% | Jun 28, 2020 | JOEMX vs WLIVX | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | JOEMX vs QQQ | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 95 | 5.47% | Aug 29, 2000 | JOEMX vs GLLSX | |
| Driehaus Emerging Markets Small Cap Growth Fund | Emerging Markets Diversified | 95 | 4.87% | Aug 21, 2011 | JOEMX vs DRESX |
Compare JOEMX with Any Fund or Stock
Compare JOEMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.