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Morningstar

Johnson Equity Income JEQIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Johnson Investment Hub

Morningstar’s Analysis JEQIX

Will JEQIX outperform in 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 JEQIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JEQIX 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 JEQIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Johnson Equity Income's recent fee cut is n't sufficient to overcome its decreased Process Pillar rating, resulting in a downgrade to this strategy's Morningstar Medalist Rating to Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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