Morningstar

Johnson Mutual Funds

View all of Johnson’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Johnson Funds List

Share Class Type

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Johnson Institutional Intermediate Bd FJIMEXIntermediate Core Bond4.71%270.400%Below AverageInstitutional$500,000
Johnson Institutional Intermediate BondJIBEXIntermediate Core Bond4.82%210.250%LowInstitutional$1.0 Mil
Johnson InternationalJINTXForeign Large Value10.60%541.000%Above AverageNo Load$2,000
Johnson OpportunityJOPPXMid-Cap Blend11.57%640.900%Above AverageInstitutional$1.0 Mil
Johnson Opportunity SJOSSXMid-Cap Blend11.34%651.150%Above AverageNo Load$2,000
Johnson Enhanced ReturnJENHXLarge Blend20.16%360.350%LowInstitutional$1.0 Mil
Johnson Equity IncomeJEQIXLarge Blend12.36%930.750%Above AverageInstitutional$1.0 Mil
Johnson Equity Income SJEQSXLarge Blend12.16%941.000%Above AverageNo Load$2,000
Johnson Institutional Core BondJIBFXIntermediate Core Bond4.64%330.250%LowInstitutional$1.0 Mil
Johnson Institutional Core Bond FJIMFXIntermediate Core Bond4.43%490.400%Below AverageInstitutional$500,000
Johnson Institutional Core Bond SJIBSXIntermediate Core Bond4.43%500.500%AverageNo Load$2,000
Johnson Institutional Short Dur Bd IJIBDXShort-Term Bond4.49%760.250%LowInstitutional$1.0 Mil
Johnson Institutional Short Dur Bd FJIMDXShort-Term Bond4.34%860.400%Below AverageInstitutional$500,000
Johnson Municipal IncomeJMUNXMuni Ohio—2.34%890.300%LowInstitutional$1.0 Mil
Johnson Core Plus BondJCPLXIntermediate Core-Plus Bond—4.50%740.450%Below AverageInstitutional$1.0 Mil

Johnson Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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