JIBSX Mutual Fund

JIBSX Mutual Fund (Johnson Institutional Core Bond Fund Class S) is managed by Johnson Mutual Funds with $24.7M in net assets. JIBSX expense ratio is 0.50%, holding 200 positions across sectors including Financials, Utilities, Industrials. Inception date: 2023-09-18.

JIBSX performance shows a YTD return of -0.79%. The 1-year return is -0.46% and the 5-year return is -0.71%. JIBSX dividend yield stands at 3.95%, paid monthly.

JIBSX top holdings include United States Treasury Note/Bond 2.25% 05/15/2041 (5.0%), United States Treasury Note/Bond 3.13% 08/15/2044 (3.5%), United States Department Of The Treasury 4.75% 02/15/2056 4.75 (3.5%), Treasury Bond 3.00% 11/15/2044 (3.3%), Federal National Mortgage Association 1.52 08-21-2035 (2.5%). Go to all JIBSX holdings, JIBSX sectors, or JIBSX dividends.

JIBSX can be compared against other funds. Use JIBSX overlap to find shared positions, or JIBSX vs another fund for a side-by-side view. JIBSX alternatives are available via the screener, along with tax-loss harvesting opportunities.