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 a closer substitute for your current allocation.
Cheapest Alternatives to JOEMX
JOEMX charges 1.02% annually. There are 69 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | JOEMX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | JOEMX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | JOEMX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | JOEMX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | JOEMX vs TEQLX |
Best Risk-Adjusted Alternatives to JOEMX
JOEMX has a PortfoliosLab risk / return rank of 71. There are 130 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | JOEMX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | JOEMX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | — | Jan 2018 | JOEMX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 96 | — | Oct 2021 | JOEMX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | JOEMX vs LVAZX |
Top Performing JOEMX Alternatives (YTD)
JOEMX is at 23.94% YTD. There are 116 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 145.11% | — | Jun 1996 | JOEMX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 92.59% | — | Nov 2021 | JOEMX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 72.12% | — | Jan 2018 | JOEMX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 53.39% | — | Oct 2021 | JOEMX vs GMAQX | |
| abrdn Emerging Markets ex-China Fund | 49.19% | — | Aug 2000 | JOEMX vs GLLSX |
Lowest Volatility Alternatives to JOEMX
JOEMX has 19.45% 1-year volatility. There are 79 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.24% | — | Oct 2011 | JOEMX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.47% | — | Dec 2013 | JOEMX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | JOEMX vs GQGPX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 11.61% | — | Dec 2020 | JOEMX vs BADEX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | JOEMX vs COBYX |
Lowest Drawdown Alternatives to JOEMX
JOEMX has a 1-year max drawdown of -15.66%. There are 161 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | JOEMX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | JOEMX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | JOEMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | JOEMX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | JOEMX vs GQGPX |
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 | |
|---|---|---|---|---|---|---|---|
| JOHCM International Select Fund | Foreign Large Cap Equities | 22 | 7.88% | — | Jul 2009 | JOEMX vs JOHIX | |
| JOHCM International Opportunities Fund | Foreign Large Cap Equities | 32 | 10.50% | — | Sep 2016 | JOEMX vs JOPSX | |
| JOHCM Emerging Markets Small Mid Cap Equity Fund | Emerging Markets Diversified | 52 | 22.92% | — | Dec 2014 | JOEMX vs JOMMX |
Often Compared With JOEMX
Investors most often compare JOEMX with WLIVX, WCFOX, CEMFX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare JOEMX with Any Fund or Stock
Compare JOEMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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