JOHCM International Select’s unusual approach and experienced, creative managers have allowed it to successfully weather many different market environments, resulting in Morningstar Analyst Ratings of Bronze for both share classes.
JOHCM International Select Institutional JOHIX
NAV / 1-Day Return
29.08
/
1.19
%
Total Assets
13.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.980%
Expense Ratio
0.980%
Fee Level
Average
Longest Manager Tenure
12.47
years
Category
Foreign Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Limited
TTM Yield
0.91%
Turnover
53%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JOHIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JOHIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JOHIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JOHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A successful formula.
