Morningstar

J O Hambro Mutual Funds

View all of J O Hambro’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

J O Hambro Funds List

Share Class Type

1 to 14 of 14 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
JOHCM Emerging Mkts Discovery AdvisorJOMEXDiversified Emerging Mkts12.56%731.340%HighInstitutional$0
JOHCM Emerging Mkts Discovery InstlJOMMXDiversified Emerging Mkts12.57%721.240%HighInstitutional$100,000
JOHCM International Opps InstitutionalJOPSXForeign Large Blend13.45%320.500%LowInstitutional$100,000
JOHCM Emerging Markets Opps AdvisorJOEIXDiversified Emerging Mkts17.07%401.120%Below AverageNo Load$0
JOHCM Emerging Markets Opps InstlJOEMXDiversified Emerging Mkts17.13%391.040%AverageInstitutional$100,000
JOHCM Emerging Markets Opps InvestorJOEAXDiversified Emerging Mkts16.90%421.270%Above AverageNo Load$0
TSW Large Cap Value InstitutionalTSWEXLarge Value12.94%810.750%Above AverageInstitutional$1.0 Mil
JOHCM Global Select AdvisorJOGEXGlobal Large-Stock Growth16.10%571.090%Above AverageNo Load$0
JOHCM Global Select InstitutionalJOGIXGlobal Large-Stock Growth16.14%560.990%HighInstitutional$100,000
JOHCM International Select InstitutionalJOHIXForeign Large Growth7.42%930.980%HighInstitutional$100,000
JOHCM International Select InvestorJOHAXForeign Large Growth7.18%941.210%HighNo Load$0
Regnan Global Equity Impact Sol InstlREGIXGlobal Small/Mid Stock−11.86%1000.890%Below AverageInstitutional$100,000
TSW Emerging Markets InstitutionalTSWMXDiversified Emerging Mkts—11.49%820.990%Below AverageInstitutional$1.0 Mil
TSW High Yield Bond InstitutionalTSWHXHigh Yield Bond—7.61%380.660%AverageInstitutional$1.0 Mil

J O Hambro Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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