Disciplined investing

Our equity and fixed-income funds are distinguished by their competitive pricing, academic foundation and long-term consistency.
Decoration

Access institutional expertise with Johnson Mutual Funds

Johnson Asset Management mutual funds are managed with our institutional philosophy, we do not deviate from our process regardless of vehicle. Our highly disciplined process is built on a foundation of both academic analysis and real-world experience. Both our equity and fixed income strategies aim to provide outperformance over the market index with comparable volatility and greater downside risk protection.

Johnson Mutual Funds

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Johnson Institutional Intermediate Bond Fund

Johnson Institutional Intermediate Bond Fund is an investment grade domestic fixed income portfolio that aims to provide outperformance over the market index with comparable volatility and greater downside risk protection.

  • Class I Ticker: JIBEX
  • Class F Ticker: JIMEX
Refinitiv Lipper Fund Awards 2021 Winner United States
Summary Prospectus
Full Prospectus
Semi-Annual Report
Annual Report
Quarterly Holdings
Fact Sheet
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Johnson Institutional Short Duration Bond Fund

Johnson Institutional Short Duration Bond Fund is an investment grade domestic fixed income portfolio that aims to provide outperformance over the market index with comparable volatility and greater downside risk protection.

  • Class I Ticker: JIBDX
  • Class F Ticker: JIMDX
Summary Prospectus
Full Prospectus
Semi-Annual Report
Annual Report
Quarterly Holdings
Fact Sheet
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JENHX

Johnson Institutional Enhanced Return Fund

Johnson Enhanced Return Fund aims to outperform the S&P 500 Index with low tracking error and comparable volatility. The Fund seeks to accomplish this by replicating the large cap equity market through the use of S&P 500 index futures, combined with alpha generating short duration investment-grade fixed income securities.

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JOPPX

Johnson Opportunity Fund

The objective of the Opportunity Fund is long-term capital growth. The Fund invests primarily in equity securities of small and medium sized companies (those with a market capitalization below $15 billion) that offer opportunities for capital growth. Companies are selected for the Fund’s portfolio using a proprietary approach that blends quantitative and fundamental analysis.

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JEQIX

Johnson Equity Income Fund

The objective of the Equity Income Fund is to provide above-average dividend income and long-term capital growth. The Fund invests primarily in common stocks of larger-sized U.S. companies (those with a market capitalization above $15 billion) believed to have above-average dividend income and capital growth.