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To meet its investment objective, the fund typically builds a concentrated portfolio of 40 to 65 common stocks. These holdings, which include both U.S. and non-U.S. companies, are selected based on their robust growth prospects. Furthermore, a minimum of 40% of its net assets is normally dedicated to securities from issuers or firms with economic ties to diverse nations worldwide, specifically excluding the United States.
Is JORIX's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
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