Morningstar

Johnson Institutional Core Bond Fund JIBFX

Morningstar Medalist Rating
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Medalist Rating as of See Johnson Investment Hub
  • NAV / 1-Day Return$13.93  /  −0.14%
  • Fund Size$1.6B
  • Adjusted Expense Ratio0.250%
  • Net Expense Ratio0.250%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryIntermediate Core Bond
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield4.16%
  • Average Effective Duration6.08 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis JIBFX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Johnson Institutional Core 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 JIBFX

More JIBFX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 2.375%

5.1986M
Government

United States Treasury Bonds 2.25%

4.9682M
Government

United States Treasury Bonds 2.5%

4.0467M
Government

United States Treasury Bonds 4.75%

4.0166M
Government

Verizon Communications Inc. 2.355%

2.1335M
Corporate

Morgan Stanley 4.708%

2.1235M
Corporate

Honeywell Aerospace Inc. 4.6%

2.1235M
Corporate

Bank of America Corp. 5.202%

2.1035M
Corporate

Florida Power & Light Co. 5.1%

1.9733M
Corporate

Travelers Companies, Inc. 4.95%

1.9532M
Corporate

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