JOGEX Mutual Fund

NAV$11.75

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%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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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
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Category rank, peer-average returns and outperformance, updated daily.
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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. View all JOGEX holdings, sector breakdown, or dividend history.

JOGEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JOGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.