JOGEX Mutual Fund

JOGEX Mutual Fund

NAV$11.75
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Fund Essentials

Net Assets
$360,000
Expense Ratio
1.08%
Dividend Yield (Current)
28.97%
Holdings
37
Inception Date
Mar 21, 2013
Fund Family
JOHCM Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+2.09%
1 Year+27.68%
3 Year+13.68%
5 Year+8.88%
10 Year+8.02%

Asset Allocation

Stocks: 100.00%
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Dividend Summary

View Details →
Dividend Yield (Current)
28.97%
Frequency
Annually
Latest Distribution
$1.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

JOGEX Mutual Fund Overview

JOGEX Mutual Fund (JOHCM Global Select Fund Class I) is managed by JOHCM Funds with $360,000 in net assets. JOGEX expense ratio is 1.08%, holding 37 positions across various sectors. Inception date: 2013-03-21.

JOGEX performance shows a YTD return of 2.09%. The 1-year return is 27.68% and the 5-year return is 8.88%. JOGEX dividend yield stands at 28.97%, paid annually.

JOGEX top holdings include a diversified portfolio. Go to all JOGEX holdings, JOGEX sectors, or JOGEX dividends.

JOGEX can be compared against other funds. Use JOGEX overlap to find shared positions, or JOGEX vs another fund for a side-by-side view. JOGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.