Johnson Equity Income Fund

Class Other (JEQIX)
Scorecard
3 / 5 Stars
Lipper
5 5 5 4 3
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.74 percent over the past year, 16.44 percent over the past three years, and 17.44 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.2%
1 Year 25.7%
3 Years (Annualized) 16.4%
5 Years (Annualized) 17.4%
10 Years (Annualized) N/A

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Summary

The investment seeks above average dividend income and long term capital growth. The fund invests primarily in equity securities of larger-sized U.S. companies (those with a market capitalization above $15 billion) that its Adviser believes offer opportunities for above-average dividend income and capital growth. Under normal circumstances, at least 80% of the fund's total assets will be invested in income-producing equity securities.

Fees

Fees are Above Average compared to funds in the same category.
Johnson Equity Income Fund has an expense ratio of 1.00 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Johnson Mutual Funds Funds