Morningstar

Johnson Institutional Core Bond Fund Class F JIMFX

Medalist Rating as of Sep 30, 2026 See Johnson Investment Hub

Strategy

The investment seeks a high level of income over the long term consistent with preservation of capital. The fund invests at least 80% of its net assets, plus any amounts for borrowing, in a broad range of investment grade fixed income securities, including bonds, notes, domestic and foreign corporate and government securities (including securities issued by government agencies), mortgage-backed securities, collateralized mortgage obligations, asset-backed securities, municipal securities, and short term obligations. It does not limit itself to securities of a particular maturity range but will normally maintain a dollar weighted duration between 4 and 8 years.

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
JIBSX	Johnson Institutional Core Bond Fund Class S	No Load	Open			Sep 18, 2023	$24.15M	0.500%	Average	$2,000	−$4.20M
JIBFX	Johnson Institutional Core Bond Fund	Institutional	Open			Aug 31, 2000	$1.60B	0.250%	Low	$1M	−$205.27M
JIMFX	Johnson Institutional Core Bond Fund Class F	Institutional	Open			May 1, 2018	$98,558.00	0.400%	Below Average	$500,000	−$524,100.37

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