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Hardman Johnston Intl Gr Fd Instl Shr (HJIGX)

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12.54+0.10 (+0.80%)
At close: 08:00PM EDT

Hardman Johnston Intl Gr Fd Instl Shr

Minnetonka, MN 55343

6001 Shady Oak Road, Suite 200

Manager Directed Portfolios

Management information
Cassandra A. Hardman,Lead manager since 31 December 2019
CIO of Intl and Global Strategies, CEO, PM Cassandra joined the firm in 1997 and is Lead Portfolio Manager for the International and Global strategies. In addition, Cassandra serves as the firm's Chief Investment Officer and Chief Executive Officer. Prior to joining the firm, Cassandra was Managing Director and Principal at PCM International, Inc., an affiliate of Prudential Financial, Inc. She has spent her entire career focused on international equity markets, managing separate and commingled institutional accounts. Cassandra is a shareholder in the firm. Cassandra has a BA in Economics and an MBA in Finance from Rutgers University, and is a member of the CFA Society New York.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Large Growth
Fund familyMarmont Funds
Net assets55.89M
YTD return10.27%
Morningstar rating★★
Inception date13 Feb 2018

Fund operations

Last dividend0.55
Last cap gain-27.00
Holdings turnover59.00%
Average for categoryN/A

Fees and expenses

ExpenseHJIGXCategory average
Annual report expense ratio (net)1.00%1.05%
Prospectus net expense ratio1.00%N/A
Prospectus gross expense ratio1.82%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.20%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A