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Johnson Institutional Core Bond (JIBFX)

14.30
+0.01
+(0.07%)
At close: 8:01:23 PM EDT

Investment Information

Min Initial Investment
500,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Commonwealth Universe
  • Scottrade TF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • DailyAccess Corporation Matrix
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)

Fund Summary

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.

Fund Overview

Category Intermediate Core Bond
Fund Family Johnson Mutual Funds
Net Assets 1.81B
YTD Return 3.60%
Yield 3.75%
Morningstar Rating
Inception Date May 01, 2018

Performance & Risk

YTD Return 1.67%
5y Average Return -1.22%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

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