Morningstar

JOHCM International Opportunities Fund Institutional Shares JOPSX

Morningstar Medalist Rating
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Medalist Rating as of See J O Hambro Investment Hub
  • NAV / 1-Day Return $15.89  /  +0.19 %
  • Fund Size $521.8M
  • Adjusted Expense Ratio 0.510%
  • Net Expense Ratio 0.500%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.81%
  • Turnover Ratio 45%
NAV and 1-Day Return as of

Morningstar’s Analysis JOPSX

Will JOPSX outperform in the 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 JOPSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JOPSX 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 JOPSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JOHCM International Opps Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings JOPSX

More JOPSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Japan Exchange Group Inc

4.34 24M
Financial Services

Deutsche Boerse AG

4.18 23M
Financial Services

Publicis Groupe SA

4.17 23M
Communication Services

Northern Institutional Treasury Premier

3.87 21M
Cash and Equivalents

Shell PLC

3.86 21M
Energy

Leonardo SpA Az nom Post raggruppamento

3.29 18M
Industrials

Resona Holdings Inc

3.26 18M
Financial Services

Thales

3.15 17M
Industrials

National Grid PLC

3.05 17M
Utilities

QBE Insurance Group Ltd

3.02 17M
Financial Services

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