Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Johnson Mutual Funds
View all of Johnson’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Johnson Mutual Funds List
1 to 14 of 14 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Johnson Institutional Intermediate Bond Fund | JIBEX | Intermediate Core Bond | −0.74% | 9 | 0.250% | Low | Institutional | $1M | ||
| Johnson Institutional Intermediate Bond Fund Class F | JIMEX | Intermediate Core Bond | −0.89% | 10 | 0.400% | Below Average | Institutional | $500,000 | ||
| Johnson Opportunity Fund | JOPPX | Small Blend | 16.74% | 36 | 0.900% | Average | Institutional | $1M | ||
| Johnson Institutional Core Bond Fund Class F | JIMFX | Intermediate Core Bond | −2.02% | 74 | 0.400% | Below Average | Institutional | $500,000 | ||
| Johnson Municipal Income Fund | JMUNX | Muni Ohio | — | −0.80% | 74 | 0.300% | Low | Institutional | $1M | |
| Johnson Institutional Core Bond Fund Class S | JIBSX | Intermediate Core Bond | −2.06% | 77 | 0.500% | Average | No Load | $2,000 | ||
| Johnson Enhanced Return Fund | JENHX | Large Blend | 10.10% | 62 | 0.350% | Low | Institutional | $1M | ||
| Johnson Institutional Core Bond Fund | JIBFX | Intermediate Core Bond | −1.81% | 59 | 0.250% | Low | Institutional | $1M | ||
| Johnson Core Plus Bond Fund | JCPLX | Intermediate Core-Plus Bond | −1.92% | 65 | 0.450% | Average | Institutional | $1M | ||
| Johnson Institutional Short Duration Bond Fund Class I | JIBDX | Short-Term Bond | 1.12% | 39 | 0.250% | Low | Institutional | $1M | ||
| Johnson Equity Income Fund | JEQIX | Large Blend | 8.10% | 77 | 0.750% | Above Average | Institutional | $1M | ||
| Johnson Opportunity Fund S | JOSSX | Small Blend | 16.49% | 40 | 1.150% | Average | No Load | $2,000 | ||
| Johnson Institutional Short Duration Bond Fund Class F | JIMDX | Short-Term Bond | 0.95% | 49 | 0.400% | Below Average | Institutional | $500,000 | ||
| Johnson Equity Income Fund S | JEQSX | Large Blend | 7.76% | 80 | 1.000% | Above Average | No Load | $2,000 |
Johnson Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States