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Morningstar

JOHCM Global Income Builder Instl JOBIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.10  /  0.40 %
  • Total Assets 49.9 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.99%
  • Turnover 123%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:26 PM GMT+00:00

Morningstar’s Analysis JOBIX

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

People Pillar

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

Summary

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An upgrade in People Pillar rating is the primary driver of JOHCM Global Income Builder Instl's upgrade to a Morningstar Quantitative Rating of Gold from Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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