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JOHCM Global Income Builder Instl JOBIX

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%

Morningstar’s Analysis JOBIX

Will JOBIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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