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Johnson Enhanced Return Fund (JENHX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to outperform the S&P 500 Index- over a full market cycle. The fund will usually invest a portion of its assets in stock index futures contracts that the fund's Adviser believes will produce the returns of the large capitalization U.S. equity market- and the balance of its assets in primarily short-term investment grade fixed income securities- which the Adviser believes will produce income and enhance the fund's returns. The advisor attempts to track an underlying stock index consisting of a representative sampling of the leading large capitalization companies in the leading industries in the U.S. economy.


1 month+4.42% 3 years+13.86%
3 months+9.33% 5 years+16.06%
1 year+25.29% Since inception+9.68%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+16.06%+14.24%
Expense ratio0.36%0.99%
Risk 5 year sharpe ratio1.551.37
Net assets$138.0M$5.4B
Average market cap--$136.6B
Average P/E--22.5
Portfolio turnover65%65%

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Fund Management and Purchase Info

Fund familyJohnson Mutual Funds
Fund manager & tenureMichael Leisring / 12 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock50.17%
Fixed income45.37%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 50.17%
-- 1.59%
-- 1.46%
-- 1.31%
-- 1.30%
-- 1.30%
-- 1.12%
-- 1.08%
-- 1.04%
-- 0.99%