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Morningstar

JOHCM Credit Income Institutional JOCIX

Morningstar Analyst Rating
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

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

Morningstar’s Analysis JOCIX

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

People Pillar

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

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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