JIBEX – Fund Analysis – Johnson Institutional Intermediate Bond | Morningstar

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Will JIBEX outperform in future?

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

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Process Pillar

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

People Pillar

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

Summary

| Feb 27, 2023

A sound investment process and strong management team underpin Johnson Institutional Intermediate Bond's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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