Morningstar

JOHCM Emerging Markets Discovery Fund Institutional Shares JOMMX

Morningstar Medalist Rating
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Medalist Rating as of See J O Hambro Investment Hub
  • NAV / 1-Day Return $15.84  /  +0.76 %
  • Fund Size $91.1M
  • Adjusted Expense Ratio 1.240%
  • Net Expense Ratio 1.240%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.30%
  • Turnover Ratio 138%
NAV and 1-Day Return as of

Morningstar’s Analysis JOMMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JOHCM Emerging Mkts Discovery Instl 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
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Portfolio Holdings JOMMX

More JOMMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Northern Institutional Treasury Premier

4.10 4M
Cash and Equivalents

Kinik Co

1.97 2M
Industrials

Kinsus Interconnect Technology Corp

1.95 2M
Technology

Avalon Technologies Ltd

1.95 2M
Technology

Visual Photonics Epitaxy Co Ltd

1.76 2M
Technology

Aspeed Technology Inc

1.65 2M
Technology

PNB Housing Finance Ltd

1.59 2M
Financial Services

TCL Electronics Holdings Ltd

1.57 2M
Technology

Thyrocare Technologies Ltd

1.35 1M
Healthcare

Asia Vital Components Co Ltd

1.34 1M
Technology

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