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Rice Hall James Micro Cap Instl (RHJSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.01-0.11 (-0.44%)
As of 08:06AM EDT. Market open.

Rice Hall James Micro Cap Instl

Kansas City, MO 64121

PO Box 219009

Advisors' Inner Circle (Rice Hall James)

Management information
Thomas W. McDowell,Lead manager since 30 June 1994
Tom joined RHJ in 1984 as a Portfolio Manager and Analyst and has 39 years of investment experience. Tom assumed leadership of the company in 1994. Previously, he was a Portfolio Manager with California First Bank and specialized in the consumer-related industries. Tom completed a B.A. at the University of California, Los Angeles, and an M.B.A. at San Diego State University.
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

CategorySmall Growth
Fund familyRice Hall James
Net assets20.17M
YTD return7.17%
Morningstar rating★★★
Inception date30 Jun 1994

Fund operations

Last dividendN/A
Last cap gain21.00
Holdings turnover32.00%
Average for categoryN/A

Fees and expenses

ExpenseRHJSXCategory average
Annual report expense ratio (net)1.25%1.21%
Prospectus net expense ratio1.25%N/A
Prospectus gross expense ratio2.08%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A