JOHCM Global Equity Fund

Class Inst (JOGIX)

U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 35.27 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 7.9%
1 Year 35.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in equity securities of U.S. and foreign companies. It can invest without limit in foreign securities and can invest in any country, including countries with developing or emerging markets. The fund normally will invest in at least three countries with at least 40% of its assets invested in countries other than the U.S. It may invest at least 30% of its assets outside the U.S. when market conditions are unfavorable. Typically, the fund invests in a number of different countries. It may invest in U.S. and foreign companies of any size.


Fees are Above Average compared to funds in the same category.
JOHCM Global Equity Fund has an expense ratio of 1.08 percent.

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Risk is N/A compared to funds in the same category according to Morningstar.

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