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Johnson Equity Income Fund (JEQIX)

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36.00 -2.80    -7.22%
27/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Johnson Mutual Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 510.92M
Johnson Equity Income 36.00 -2.80 -7.22%

JEQIX Overview

 
Find basic information about the Johnson Equity Income Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add JEQIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change5.42%
Prev. Close38.8
Risk Rating
TTM Yield0.74%
ROE26.77%
IssuerJohnson Mutual Funds
Turnover7.45%
ROA9.88%
Inception Date38716
Total Assets510.92M
Expenses0.75%
Min. Investment1,000,000
Market Cap117.81B
CategoryLarge Blend
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Johnson Equity Income Fund Analysis


Performance

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Condition

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%

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1175 1046 1209 1270 1741 2912
Fund Return 17.51% 4.56% 20.91% 8.3% 11.73% 11.28%
Place in category 1277 1209 1324 1055 1046 630
% in Category 92 86 96 81 88 72

Top Equity Funds by Johnson Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Johnson Enhanced Return 281M 19.14 5.58 11.85
  Johnson Municipal Income 170.77M 2.03 -0.03 1.75
  Johnson International Fund 21.18M 3.83 4.34 4.33

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 740.1B 27.63 10.36 -
  Fidelity 500 Index Institutional Pr 631.62B 28.05 11.42 13.34
  Vanguard 500 Index Admiral 577.55B 28.02 11.39 13.31
  Vanguard Total Stock Market Admiral 421.1B 27.60 10.34 12.84
  Vanguard 500 Index Institutional Se 204.82B 28.06 11.42 -

Top Holdings

Name ISIN Weight % Last Change %
  Williams US9694571004 3.50 53.94 -0.04%
  American Electric Power US0255371017 3.40 92.51 +0.49%
  Accenture IE00B4BNMY34 3.29 356.18 -1.18%
  Microsoft US5949181045 3.28 430.53 -1.73%
  Alliant Energy US0188021085 3.20 59.54 -0.18%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Sell Strong Sell Strong Buy
Summary Strong Sell Strong Sell Strong Buy
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