5 / 5 Stars
5 5 5 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#31 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.41 percent over the past year, 14.98 percent over the past three years, and 21.25 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||15.0%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||N/A|
The investment seeks to outperform the S&P 500 Composite Stock Price Index, over a full market cycle. The fund will usually invest a portion of its assets in stock index futures contracts that the fund's Adviser believes will produce the returns of the large capitalization U.S. equity market, and the balance of its assets in primarily short-term investment grade fixed income securities, which the Adviser believes will produce income and enhance the fund's returns. It attempts to track an underlying stock index consisting of a representative sampling of the leading large capitalization companies in the leading industries in the U.S. economy.
Fees are Average compared to funds in the same category.
Johnson Enhanced Return Fund has an expense ratio of 0.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.