JIC Institutional Bond Fund I

Class Other (JIBDX)

U.S. News evaluated 128 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Johnson Mutual Funds funds

See full Short-Term Bond rankings

See more fund rankings


The fund has returned 2.40 percent over the past year, 1.64 percent over the past three years, 2.49 percent over the past five years, and 3.46 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 1.4%
1 Year 2.4%
3 Years (Annualized) 1.6%
5 Years (Annualized) 2.5%
10 Years (Annualized) 3.5%

See more JIBDX performance


The investment seeks a high level of income over the long term consistent with preservation of capital. The fund invests primarily in a broad range of investment grade fixed income securities, including bonds, notes, domestic and foreign corporate and government securities, mortgage-backed securities, collateralized mortgage obligations, and short term obligations. It will maintain a dollar weighted average maturity between 1 and 3 years. To the extent consistent with the fund's objective, the Adviser will try to avoid realization of capital gains for tax purposes. The fund will normally invest at least 80% of its assets in bonds.


Fees are Low compared to funds in the same category.
JIC Institutional Bond Fund I has an expense ratio of 0.24 percent.

See more JIBDX fees


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

See more JIBDX risk

See Also:

Top Johnson Mutual Funds Funds