Johnson Core Plus Bond FundJCPLX

MUTUAL FUNDJohnson Investment Counsel
Type
Mutual fund
Peer group
Taxable bond
Net assets
$55.0M
Expense ratio
0.45%
1-year return
+4.9%
3 years, a year
+3.7%
5 years, a year
—
Holdings
107

What it aims to do.

Maximize total return over the long term consistent with preservation of capital.

Top 10 holdings.

Holding% of fund
Federal National Mortgage Association2.07%
PEP Pepsico Inc1.95%
TGT Target Corp.1.89%
CSCO Cisco Systems, Inc.1.85%
Truist Bank (North Carolina)1.77%
U.S. Bancorp.1.74%
United States Treasury Bonds1.74%
Federal Home Loan Mortgage Corp.1.73%
United States Treasury Bonds1.72%
Florida Power & Light Co.1.72%

More on JCPLX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.