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Morningstar

Rice Hall James Small Cap Instl RHJMX

Morningstar Medalist Rating
Medalist Rating as of | See Rice Hall James Investment Hub
  • NAV / 1-Day Return 8.95  /  1.54 %
  • Total Assets 12.5 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 39%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 10:24 PM GMT+0

Morningstar’s Analysis RHJMX

Will RHJMX 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 RHJMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Weakness in Rice Hall James Small Cap Instl's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RHJMX

More RHJMX Holdings
  • Current Portfolio Date
  • Equity Holdings 57
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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641,002
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2.96
405,180
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Griffon Corp

2.66
364,269
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Albany International Corp

2.57
352,336
Consumer Cyclical

Helix Energy Solutions Group Inc

2.50
342,732
Energy

Axcelis Technologies Inc

2.39
326,655
Technology

Progress Software Corp

2.35
322,452
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Construction Partners Inc Class A

2.33
319,700
Industrials

Tetra Tech Inc

2.30
314,700
Industrials

Pros Holdings Inc

2.28
311,982
Technology