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 Mutual Funds List

1 to 14 of 14 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Johnson Institutional Intermediate Bond Fund Class FJIMEXIntermediate Core Bond
−0.57%100.400%Below AverageInstitutional$500,000
Johnson Institutional Intermediate Bond FundJIBEXIntermediate Core Bond
−0.42%90.250%LowInstitutional$1M
Johnson Opportunity FundJOPPXSmall Blend
15.15%490.900%AverageInstitutional$1M
Johnson Municipal Income FundJMUNXMuni Ohio—−1.31%830.300%LowInstitutional$1M
Johnson Institutional Core Bond Fund Class SJIBSXIntermediate Core Bond
−1.23%650.500%AverageNo Load$2,000
Johnson Enhanced Return FundJENHXLarge Blend
10.10%740.350%LowInstitutional$1M
Johnson Institutional Core Bond FundJIBFXIntermediate Core Bond
−1.08%510.250%LowInstitutional$1M
Johnson Institutional Short Duration Bond Fund Class IJIBDXShort-Term Bond
1.16%390.250%LowInstitutional$1M
Johnson Institutional Core Bond Fund Class FJIMFXIntermediate Core Bond
−1.22%630.400%Below AverageInstitutional$500,000
Johnson Equity Income FundJEQIXLarge Blend
7.92%860.750%Above AverageInstitutional$1M
Johnson Opportunity Fund SJOSSXSmall Blend
14.92%511.150%AverageNo Load$2,000
Johnson Institutional Short Duration Bond Fund Class FJIMDXShort-Term Bond
0.99%490.400%Below AverageInstitutional$500,000
Johnson Core Plus Bond FundJCPLXIntermediate Core-Plus Bond
−1.26%670.450%AverageInstitutional$1M
Johnson Equity Income Fund SJEQSXLarge Blend
7.57%871.000%Above AverageNo Load$2,000

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

  • Category

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

  • 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.

  • 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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