JIMFX

About JIMFX

Johnson Institutional Core Bond Fund Class F is a mutual fund specializing in investment-grade fixed income securities. Its primary role is to provide a high level of income over the long term while emphasizing the preservation of capital. The fund targets a diversified portfolio by investing at least 65% of its assets in bonds rated investment grade, aiming for an average maturity typically between five and seven years. Notable features include a focus on strict credit quality discipline, a preference for "low beta" shorter-duration corporate credits, and the use of longer-duration U.S. government securities to hedge credit risk and enhance liquidity. The fund seeks to achieve consistent returns with lower volatility relative to market fluctuations and does not engage in interest rate speculation. It is managed with the philosophy that fixed income should serve both as a portfolio anchor—helping to reduce overall risk—and as a steady source of compound income. With an expense ratio of 0.40% and a relatively high minimum investment, the fund is positioned for institutional investors seeking reliable income generation and downside risk management within the intermediate-term bond category.