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JOHCM Credit Income Institutional JOCIX

Quantitative rating as of
  • NAV / 1-Day Return 9.03  /  0.10 %
  • Total Assets 5.5 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.590%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 3.72%
  • Effective Duration 3.90 years

Morningstar’s Analysis JOCIX

Will JOCIX outperform in future?

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

Summary

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A sound investment process and strong management team underpin JOHCM Credit Income Institutional's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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