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JOHCM International Select II (JOHAX) Fund Ranking and Research

Ranking, Research and Recommendation of JOHCM International Select II (JOHAX) Fund

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Graph of JOHCM International Select II Fund (JOHAX) ManagerFund Manager - Nudgem J.D. Richyal

Fund Manager Information

Fund Manager Tenure: 8.5 years
Similar Funds: JOHIX 
Fund Family: JOHCM Funds
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
Nudgem Richyal is a Fund Manager for Global and EAFE strategies. Prior to joining JOHCM, Nudgem was an Investment Director within the erican funds in London (US$1.25bn as at Feb 2008). Further responsibilities included the construction of a soft commodities portfolio and the development of global sector strategies. Before Baring, he worked at Hill Samuel Asset Management in London. Nudgem is a CFA charterholder and holds a First Class BSc Honours Degree from the University of Manchester.  Get more insights on Nudgem J.D. Richyal

 

Graph of JOHCM International Select II Fund (JOHAX) ProfileJOHCM International Select II Fund (JOHAX) Profile

Fund Profile and Description

JOHCM International Select II Fund seeks long-term capital appreciation. JOHCM International Select II Fund, under normal market conditions, at least 80% of assets in securities of companies headquartered outside the United States. It may invest in foreign companies of any size, including small and mid capitalization companies, in order to achieve its objective. To achieve its investment objective, the fund's portfolio managers seek to identify and make investments in foreign companies based on a multi-dimensional investment process. They consider a number of factors including growth, valuation, size, momentum, and beta.

 

JOHCM International Select II (JOHAX) Fund Strength What we like about JOHCM International Select II (JOHAX) Fund

Data for JOHCM International Select II Fund (JOHAX) as of May 30, 2016

  • JOHCM International Select II Fund (JOHAX) management has been with JOHCM International Select II Fund for 8.5 years
  • JOHCM International Select II Fund (JOHAX) has good mid-term performance (3-year return 6.89% vs 2.71% Foreign Large Growth category median performance)
  • JOHCM International Select II Fund (JOHAX) has good Long-term performance (5-year return 5.85% vs 2.51% Foreign Large Growth category median performance)
  • JOHCM International Select II Fund (JOHAX) has a Morningstar rating of 4 and above
  • Asset base in JOHCM International Select II Fund (JOHAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JOHCM International Select II Fund (JOHAX) has an annual stock turnover rate of 50.86% vs Foreign Large Growth average of 52.29%. It is good that JOHCM International Select II management does not trade extensively for its return.
  • JOHCM International Select II Fund (JOHAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.64, lower than category average of 12.66

JOHCM International Select II Fund (JOHAX) Weakness What we are cautious about JOHCM International Select II (JOHAX) Fund

Data for JOHCM International Select II Fund (JOHAX) as of May 30, 2016

  • JOHCM International Select II Fund (JOHAX) has a less-than-ideal short-term performance (1-year return -15.16% vs -7.92% Foreign Large Growth category median performance)
  • JOHCM International Select II Fund (JOHAX) ratio of up-years vs down years can be improved
  • Even though JOHCM International Select II Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See JOHCM International Select II Fund (JOHAX) performance details as of May 30, 2016

 

What do you think?

 

Compare JOHCM International Select II Fund (JOHAX)Compare with other top Foreign Large Growth category mutual funds

Aadditional top Foreign Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JOHCM International Select II2.19-15.166.895.85
Fidelity Series International Growth F (FFIGX)0.51-4.945.284.99Compare
Invesco International Growth R5 (AIEVX)1.69-6.914.253.48Compare
Fidelity Advisor Diversified Intl A (FDVAX)-0.91-7.475.174.27Compare

See top fund managers for Foreign Large Growth Category Funds

 

Compare JOHCM International Select II Fund (JOHAX)Compare with Foreign Large Growth category ETFs

Some Foreign Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (AADR)000
iShares MSCI EAFE Growth (EFG)000
WisdomTree Global ex-US Dividend Gr ETF (DNL)000

 

Graph of JOHCM International Select II Fund (JOHAX) Net Asset TrackingJOHCM International Select II (JOHAX) Fund Net Asset

Track net asset change of JOHCM International Select II fund (JOHAX)

DateNet Asset
05/2016$3.56B
03/2016$3.44B
02/2016$3.14B
More historic net asset information on JOHCM International Select II Fund (JOHAX)

  

Graph of JOHCM International Select II Fund (JOHAX) Portfolio TrackingJOHCM International Select II (JOHAX) Fund Portfolio Allocation

Track portfolio allocation change of JOHCM International Select II fund (JOHAX)

DateCashStockBondOther
03/20167.29%92.71%0%0%
12/20154.91%93.06%0%2.03%
09/20156.39%91.47%0%2.14%
Click here to see more historic asset allocation information on JOHCM International Select II Fund (JOHAX)

 

graph of JOHCM International Select II Fund (JOHAX) Top 10 Position TrackingTop 10 Holdings in JOHCM International Select II (JOHAX) Fund

Discover what JOHCM International Select II Fund (JOHAX) manager is buying

Mar 30, 2016
DAIICHI SANKYO CO LT [2.56%]
GEA Group AG [2.54%]
Henkel AG & Co KGaA [2.48%]
KDDI CORP [2.47%]
Grifols SA [2.45%]
SAP SE [2.43%]
Gamesa Corporacion Tecnologica SA [2.43%]
Deutsche Boerse AG [2.42%]
CYBER AGT INC TOKYO [2.41%]
adidas AG [2.41%]

Dec 30, 2015
Newcrest Mining Ltd [3.18%]
JAPAN EXCHANGE GROUP [3.08%]
Henkel AG & Co KGaA [3.03%]
ITV PLC [3.03%]
Grifols SA Class A [2.97%]
Samsung Electronics Co Ltd [2.93%]
ACTELION LTD [2.93%]
GEA Group AG [2.87%]
NTT DOCOMO INC ORD [2.84%]
SAP SE [2.84%]

Sep 29, 2015
Avago Technologies Limited [3.53%]
CHINA MOBILE HONG KO [3.42%]
NXP Semiconductors N.V. [3.41%]
Newcrest Mining Ltd [3.32%]
Amadeus IT Holding SA [3.31%]
Reckitt Benckiser Group PLC [3.29%]
Symrise AG [3.28%]
ROCHE HLDG AG DIV RT [3.2%]
ITV PLC [3.19%]
Click here for Stock Holding Change Map in JOHCM International Select II Fund (JOHAX)

  

Latest News on JOHCM International Select II (JOHAX) Fund

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JOHCM International Select II Fund (JOHAX) Related ResourcesSee more information on JOHCM International Select II (JOHAX) Fund

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