JCPLX

About JCPLX

Johnson Core Plus Bond Fund I is an actively managed mutual fund specializing in U.S. intermediate-term fixed income securities. Designed with the objective of achieving a high level of income over the long term while prioritizing capital preservation, this fund implements a flexible strategy that allows up to 40% of assets in below-investment-grade bonds, particularly focusing on non-cyclical BB and B rated credits to enhance yield. The portfolio maintains diversification across sectors, issuers, and maturities, and employs government securities as credit hedges as well as for liquidity management. Core characteristics include an effective duration typically between 80% and 120% of the Bloomberg US Aggregate Bond Index benchmark, intermediate maturity exposure, and active use of Treasury futures to manage interest rate risks. Launched in 2021, Johnson Core Plus Bond Fund I applies a "Quality Yield" approach, seeking consistent performance through both stable and volatile market cycles, and serves as a core fixed income allocation for investors emphasizing both risk mitigation and income generation within their portfolios.