JENHX – Johnson Enhanced Return Investment Strategy | Morningstar

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Strategy

The investment seeks to outperform the S&P 500 Index, over a full market cycle. The fund invests in the large cap equity market by using S&P 500 Index futures, combined with alpha generating short duration investment-grade fixed income securities. The advisor attempts to track an underlying equity index consisting of a representative sampling of the leading large capitalization companies in the leading industries in the U.S. economy.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JENHX	Johnson Enhanced Return Fund	Institutional	Open			Dec 30, 2005	$265.68M	0.350%	Low	$1M	−$78.90M

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