JIBDX

About JIBDX

Johnson Institutional Short Duration Bond Fund Class I is an actively managed mutual fund focused on investment‑grade U.S. fixed income with a short interest‑rate profile. Its stated objective is to deliver a high level of income over the long term while emphasizing preservation of capital. The portfolio primarily holds high‑quality corporate bonds alongside U.S. government and agency securities, with selective use of mortgage‑backed and other securitized issues to enhance income. The strategy maintains a limited interest‑rate sensitivity, typically keeping an effective duration near two years, and employs a quality‑first credit discipline that overweights lower‑beta, shorter‑maturity credit while using longer‑duration Treasuries as a liquidity and credit hedge. Management targets consistent risk control and seeks outperformance versus short‑term government and credit benchmarks with comparable volatility. The fund serves investors seeking core short‑term bond exposure that can buffer rate volatility, provide diversified investment‑grade credit exposure, and function as a stabilizing component within a broader fixed income allocation.