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Johnson Enhanced Return (JENHX) Fund Ranking and Research

Ranking, Research and Recommendation of Johnson Enhanced Return (JENHX) Fund

    Last Trade: $17.27 on 2/28/2017, Change: -0.04 (-0.23%)

 

Graph of Johnson Enhanced Return Fund (JENHX) ManagerFund Manager - Jason Jackman

Fund Manager Information

Fund Manager Tenure: 11.2 years
Fund Family: Johnson Mutual Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Jackman has been in fixed income analyst and other roles with Johnson Investment Counsel Inc for the past 11 years. He holds the chartered financial analyst designation.  Get more insights on Jason Jackman

 

Graph of Johnson Enhanced Return Fund (JENHX) ProfileJohnson Enhanced Return Fund (JENHX) Profile

Fund Profile and Description

Johnson Enhanced Return Fund seeks to outperform the S&P 500 Composite Stock Price index, over a full market cycle. Johnson Enhanced Return Fund may invest a portion of assets in stock index futures contracts that it believes may produce the returns of the large capitalization U.S. equity market, and the balance of assets in short-term investment grade fixed income securities.

 

Johnson Enhanced Return (JENHX) Fund Strength What we like about Johnson Enhanced Return (JENHX) Fund

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

  • Johnson Enhanced Return Fund (JENHX) management has been with Johnson Enhanced Return Fund for 11.2 years
  • Johnson Enhanced Return Fund (JENHX) has good short-term performance (1-year return 2.21% vs -1.15% Large Blend category median performance)
  • Johnson Enhanced Return Fund (JENHX) has good mid-term performance (3-year return 11.45% vs 9.43% Large Blend category median performance)
  • Johnson Enhanced Return Fund (JENHX) has good Long-term performance (5-year return 12.31% vs 10.15% Large Blend category median performance)
  • Johnson Enhanced Return Fund (JENHX) ratio of up-years vs down years is greater than 2
  • Johnson Enhanced Return Fund (JENHX) has a Morningstar rating of 4 and above
  • Johnson Enhanced Return Fund (JENHX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.56, lower than category average of 11.67
  • Johnson Enhanced Return Fund (JENHX) has a lower expense ratio than its Large Blend average: 0.35% vs 1.02%
  • Johnson Enhanced Return Fund (JENHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Johnson Enhanced Return Fund (JENHX) Weakness What we are cautious about Johnson Enhanced Return (JENHX) Fund

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

  • Johnson Enhanced Return Fund (JENHX) has an annual stock turnover rate of 57.75% that is higher than the Large Blend average of 53.12%. This could mean Johnson Enhanced Return is more nimble, but also signal potential high tax impact and high trading fees
See Johnson Enhanced Return Fund (JENHX) performance details as of May 30, 2016

 

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

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Johnson Enhanced Return4.552.2111.4512.31
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Johnson Enhanced Return Fund (JENHX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Johnson Enhanced Return Fund (JENHX) Net Asset TrackingJohnson Enhanced Return (JENHX) Fund Net Asset

Track net asset change of Johnson Enhanced Return fund (JENHX)

DateNet Asset
05/2016$99.19M
03/2016$101.30M
02/2016$94.43M
More historic net asset information on Johnson Enhanced Return Fund (JENHX)

  

Graph of Johnson Enhanced Return Fund (JENHX) Portfolio TrackingJohnson Enhanced Return (JENHX) Fund Portfolio Allocation

Track portfolio allocation change of Johnson Enhanced Return fund (JENHX)

DateCashStockBondOther
04/201615.34%49.45%35.21%0%
02/201625.35%0%74.65%0%
01/201629.47%0%70.53%0%
Click here to see more historic asset allocation information on Johnson Enhanced Return Fund (JENHX)

 

graph of Johnson Enhanced Return Fund (JENHX) Top 10 Position TrackingTop 10 Holdings in Johnson Enhanced Return (JENHX) Fund

Discover what Johnson Enhanced Return Fund (JENHX) manager is buying

Apr 29, 2016
S&P 500 June16 [49.45%]
US Treasury Note [2.07%]
Shell Intl Fin Bv 4.3% [2.04%]
FNMA 1.1% [1.49%]
US Treasury Note 0.577% [1.24%]
Jpmorgan Chase 2.75% [1.02%]
Amer Express Bk Fsb Mtn 6% [1.01%]
Keycorp Medium Term Nts Be 5.1% [1%]
United Tech 1.55% [1%]
FHLMC 1.6% [0.99%]

Feb 28, 2016
US Treasury TIP [4.69%]
FNMA 1.1% [3.4%]
US Treasury Note [2.9%]
Amer Express Bk Fsb Mtn 6% [2.33%]
Jpmorgan Chase 2.75% [2.29%]
United Tech 1.55% [2.27%]
US Treasury Note 0.392% [2.27%]
Keycorp Medium Term Nts Be 5.1% [2.25%]
FHLMC 1% [2.18%]
Shell Intl Fin Bv 4.3% [2.16%]

Jan 30, 2016
US Treasury TIP [4.65%]
FNMA 1.1% [3.38%]
US Treasury Note [2.87%]
Amer Express Bk Fsb Mtn 6% [2.32%]
Jpmorgan Chase 2.75% [2.27%]
US Treasury Note 0.392% [2.25%]
United Tech 1.55% [2.24%]
FHLMC 1% [2.16%]
Xcel Engy 5.613% [2%]
Mcdonalds Corp Med Term Nt Be 2.2% [1.97%]
Click here for Stock Holding Change Map in Johnson Enhanced Return Fund (JENHX)

  

Latest News on Johnson Enhanced Return (JENHX) Fund

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

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