Johnson Institutional Short Duration Bond FundJIMDX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$164.8M
Expense ratio
0.40%
1-year return
+4.2%
3 years, a year
+4.5%
5 years, a year
+1.9%
Holdings
98
What it aims to do.
A high level of income over the long term consistent with preservation of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Notes | 4.47% |
| United States Treasury Notes | 4.29% |
| Essex Portfolio Lp | 2.29% |
| U.S. Bancorp. | 2.14% |
| SBUX Starbucks Corp. | 2.06% |
| AXP American Express Company | 1.99% |
| Federal National Mortgage Association | 1.98% |
| JPMorgan Chase & Co. | 1.97% |
| NRUC National Rural Utilities Cooperative Finance Corp. | 1.96% |
| Wells Fargo & Co. | 1.95% |
More on JIMDX.
- JIMDX overview
- JIMDX holdings
- JIMDX risk
- JIMDX costs
- JIMDX money in and out
- JIMDX share classes
- Compare JIMDX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.