Skip to Content
Morningstar

J O Hambro Mutual Funds

View all of J O Hambro’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

J O Hambro Funds List

Share Class Type

1 to 14 of 14 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
JOHCM Emerging Mkts Discovery AdvisorJOMEXDiversified Emerging Mkts7.54%251.590%HighInstitutional—
JOHCM Emerging Mkts Discovery InstlJOMMXDiversified Emerging Mkts8.65%261.490%HighInstitutional$100,000
JOHCM International Opps InstitutionalJOPSXForeign Large Blend7.53%200.500%LowInstitutional$100,000
JOHCM Emerging Markets Opps AdvisorJOEIXDiversified Emerging Mkts6.92%331.120%AverageNo Load—
JOHCM Emerging Markets Opps InstlJOEMXDiversified Emerging Mkts6.91%331.040%AverageInstitutional$100,000
JOHCM Emerging Markets Opps InvestorJOEAXDiversified Emerging Mkts6.83%341.270%Above AverageNo Load—
TSW Large Cap Value InstitutionalTSWEXLarge Value5.06%750.750%Above AverageInstitutional$1.0 Mil
JOHCM International Select InstitutionalJOHIXForeign Large Growth3.15%840.980%HighInstitutional$100,000
JOHCM International Select InvestorJOHAXForeign Large Growth3.05%861.210%HighNo Load—
JOHCM Global Select AdvisorJOGEXGlobal Large-Stock Growth9.34%491.090%Above AverageNo Load—
JOHCM Global Select InstitutionalJOGIXGlobal Large-Stock Growth8.92%400.990%HighInstitutional$100,000
Regnan Global Equity Impact Sol InstlREGIXGlobal Small/Mid Stock—−3.83%810.890%LowInstitutional$100,000
TSW Emerging Markets InstitutionalTSWMXDiversified Emerging Mkts—4.42%690.990%Below AverageInstitutional$1.0 Mil
TSW High Yield Bond InstitutionalTSWHXHigh Yield Bond—2.48%180.660%AverageInstitutional$1.0 Mil

J O Hambro Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center