Morningstar

Johnson Core Plus Bond Fund JCPLX

Morningstar Medalist Rating
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Medalist Rating as of See Johnson Investment Hub
  • NAV / 1-Day Return$12.30  /  −0.16%
  • Fund Size$45.3M
  • Adjusted Expense Ratio0.450%
  • Net Expense Ratio0.450%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryIntermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield4.52%
  • Average Effective Duration6.09 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis JCPLX

Will JCPLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JCPLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JCPLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JCPLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Johnson Core Plus Bond holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings JCPLX

More JCPLX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US Treasury Bond Future Dec 26

4.272M
Government

Federal National Mortgage Association 3.5%

2.091M
Securitized

Truist Bank (North Carolina) 2.25%

1.98952,654
Corporate

Ultra 10 Year US Treasury Note Future Dec 26

1.96945,000
Government

Morgan Stanley 3.591%

1.94932,181
Corporate

Cisco Systems, Inc. 5.05%

1.90913,019
Corporate

U.S. Bancorp. 4.967%

1.88905,790
Corporate

Federal Home Loan Mortgage Corp. 4.15%

1.83878,993
Securitized

United States Treasury Bonds 2.25%

1.82874,453
Government

Federal National Mortgage Association 4%

1.69810,858
Securitized

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