JIMDX Mutual Fund
JIMDX Mutual Fund
JIMDX Mutual Fund
Johnson Institutional Short Duration Bond Fund Class F
JIMDX Mutual Fund Overview
JIMDX Mutual Fund (Johnson Institutional Short Duration Bond Fund Class F) is managed by Johnson Mutual Funds with $72,674.91 in net assets. JIMDX expense ratio is 0.40%, holding 98 positions across sectors including Financials, Utilities, Industrials. Inception date: 2018-05-01.
JIMDX performance shows a YTD return of 0.82%. The 1-year return is 3.21% and the 5-year return is 1.93%. JIMDX dividend yield stands at 3.93%, paid monthly.
JIMDX top holdings include Us Treasury N/b 02/29 2.625 (4.8%), Starbucks Corp 4.85% 08Feb2027 (2.3%), Treasury Note 2.38% May 15, 2029 (2.3%), American Express Company (Fxd-Frn) 4.35% Jul 20, 2029 (2.2%), Jpmorgan Chase & Co (2.2%). Go to all JIMDX holdings, JIMDX sectors, or JIMDX dividends.
JIMDX can be compared against other funds. Use JIMDX overlap to find shared positions, or JIMDX vs another fund for a side-by-side view. JIMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.