Johnson Enhanced Return FundJENHX

MUTUAL FUNDJohnson Investment Counsel
Type
Mutual fund
Peer group
Taxable bond
Net assets
$286.7M
Expense ratio
0.35%
1-year return
+17.1%
3 years, a year
+17.0%
5 years, a year
+9.5%
Holdings
110

What it aims to do.

Outperform the funds benchmark, the S&P 500 Index, over a full market cycle.

Top 10 holdings.

Holding% of fund
United States Treasury Notes4.86%
United States Treasury Notes4.09%
United States Treasury Notes3.00%
CSCO Cisco Systems, Inc.2.13%
Bank of America Corp.2.05%
Morgan Stanley2.00%
UNP Union Pacific Corporation1.92%
EMR Emerson Electric Co.1.88%
KeyCorp1.63%
BDX Becton, Dickinson and Company1.62%

More on JENHX.

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