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Johnson

Johnson Parent Rating

Average

Johnson has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

An area of strength at Johnson is its tenured portfolio management team, which boasts 25 years of average asset-weighted tenure at the firm. This experience builds confidence as long-tenured managers have been through multiple market cycles. Johnson has showcased a durable product shelf. This is demonstrated by the firm's 10-year risk-adjusted success ratio of 71%, meaning that 71% of its products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Finally, the Johnson portfolio management team has lacked continuity over the past five years, denoted by elevated levels of turnover, which bears watching.

Johnson Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

3.38 Bil

Investment Flows (TTM)

36.42 Mil

Asset Growth Rate (TTM)

1.66%

# of Share Classes

15
Morningstar Rating # of Share Classes
1
4
6
3
0
Not Rated 1

Morningstar Mentions

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