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.
- NAV / 1-Day Return 9.03 / 0.10 %
- Total Assets 5.5 Mil
Adj. Expense Ratio
- 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.