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Johnson Enhanced Return Fund (JENHX)

Fund performance review and position details on Johnson Enhanced Return Fund (JENHX)

    Last Trade: $ on , Change: (0%)

Johnson Enhanced Return Fund (JENHX) HighlightJohnson Enhanced Return Fund (JENHX) Fund Summary

Johnson Enhanced Return Fund (JENHX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: Johnson Mutual Funds
Net Asset: $99.19M
Yield: 1.16%
Year-to-Date Return: 4.55%
Morningstar rating: 5

 

Johnson Enhanced Return Fund (JENHX) CostJohnson Enhanced Return Fund (JENHX) Cost

Johnson Enhanced Return Fund (JENHX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Large Blend average): 0.35% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 57.75%

 

Johnson Enhanced Return Fund (JENHX) PerformanceJohnson Enhanced Return Fund (JENHX) Performance

Most current Johnson Enhanced Return Fund (JENHX) Performance

1-month Performance (Large Blend category median performance): 1.74% (1.66%)
3-month Performance (Large Blend category median performance): 9.84% (8.92%)
1 Year Performance (Large Blend category median performance): 2.21% (-1.15%)
3 Year Performance (Large Blend category median performance): 11.45% (9.43%)
5 Year Performance (Large Blend category median performance): 12.31% (10.15%)
Number of Years of positive return: 9 years
Number of Years of negative return: 1 years
3 year Alpha (Large Blend category average): 0.19 (-1.74)
3 year Beta (Large Blend category average): 1.02 (1)
3 year Sharpe Ratio: 0.99
3 year Treynor: 11.18

Johnson Enhanced Return Fund (JENHX) topholdingTop Stock Holdings in Johnson Enhanced Return Fund (JENHX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
S&P 500 June1649.45%N/A
US Treasury Note2.07%N/A
Shell Intl Fin Bv 4.3%2.04%N/A
FNMA 1.1%1.49%N/A
US Treasury Note 0.577%1.24%N/A
Jpmorgan Chase 2.75%1.02%N/A
Amer Express Bk Fsb Mtn 6%1.01%N/A
Keycorp Medium Term Nts Be 5.1%1%N/A
United Tech 1.55%1%N/A
FHLMC 1.6%0.99%N/A
*Note: The price change will reset to 0 after the midnight

 

Johnson Enhanced Return Fund (JENHX) Portfolio AllocationJohnson Enhanced Return Fund (JENHX) Fund Portfolio Allocation

Johnson Enhanced Return Fund (JENHX) Fund Portfolio Allocation data as of 04/2016

Stock49.45%
Bond35.21%
Cash15.34%
Other0%

 

Johnson Enhanced Return Fund (JENHX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Johnson Enhanced Return2.2111.4512.31
Bright Rock Quality Large Cap Instl (BQLCX)5.9810.4611.67 Compare
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare

See top fund managers for Large Blend Category Funds

 

Johnson Enhanced Return Fund (JENHX) PerformanceOther Financial Data Web Sites on Johnson Enhanced Return Fund (JENHX)

Addition research sites for Johnson Enhanced Return Fund (JENHX)

 

Johnson Enhanced Return Fund (JENHX) Related ResourcesSee more information on Johnson Enhanced Return (JENHX) Fund

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