Johnson Disciplined Mid Cap Fund

Class No Load (JMIDX)
Scorecard
3 / 5 Stars
Lipper
3 3 1 4 3
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 138 Mid-Cap 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 27.76 percent over the past year, 10.84 percent over the past three years, 29.16 percent over the past five years, and 8.83 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.8%
1 Year 27.8%
3 Years (Annualized) 10.8%
5 Years (Annualized) 29.2%
10 Years (Annualized) 8.8%

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Summary

The investment seeks long term capital growth. The fund invests primarily in equity securities of medium-sized companies (those with a market capitalization between $1 billion and $15 billion) that its Adviser believes offer opportunities for capital growth. Under normal circumstances, at least 80% of the fund's total assets will be invested in equity securities of medium-sized companies.

Fees

Fees are Low compared to funds in the same category.
Johnson Disciplined Mid Cap Fund has an expense ratio of 1.00 percent.

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Risk

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

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See Also:

Top Johnson Mutual Funds Funds