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Hardman Johnston International Growth Fund Institutional Shares (HJIGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.37-0.14 (-1.33%)
At close: 08:05AM EST

Hardman Johnston International Growth Fund Institutional Shares

Manager Directed Portfolios

6001 Shady Oak Road, Suite 200

Minnetonka, MN 55343

Management information
Cassandra Hardman,Lead manager since 31 December 2019
Cassandra joined Johnston Asset Management in 1997. Prior to joining the firm, she was a Managing Director and Principal at PCM International, Inc., an affiliate of Prudential Insurance Company of America. Cassandra has spent her entire career focused on the international equity markets, and managed separate and commingled pension accounts totaling almost $1 billion. Cassandra has a BA in Economics and an MBA in Finance from Rutgers University. She is a Chartered Financial Analyst and a member of the CFA Institute, the International Analysts Society and the New York Society of Security Analysts. Cassandra has been in the investment management business for more than 25 years. Cassandras volunteer experience includes serving as Treasurer of the foundation supporting her local hospital, and as Chair of the Endowment and Finance Committees for her church.
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 assets45.84M
YTD return-32.64%
Morningstar rating★★
Inception date13 Feb 2018

Fund operations

Last dividend0.55
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseHJIGXCategory average
Annual report expense ratio (net)0.00%1.05%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%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