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Morningstar

JOHCM International Select Institutional JOHIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 21.81  /  0.79 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Limited
  • TTM Yield 1.67%
  • Turnover 59%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis JOHIX

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 tough year so far but solid traits overall.

Senior Analyst

Summary

| by Gregg Wolper

JOHCM International Select has hit an unusual rough patch thus far in 2022, but its strengths, which include creative, thoughtful managers with decades of experience and an innovative approach, allow it to retain its Morningstar Analyst Ratings of Bronze for both share classes.

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