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Johnson Mutual Funds

We advise for seven publicly available mutual funds, aligning our clients’ capital interests to the prospects of our stock, real estate, and fixed income offerings.
Johnson Investment Counsel serves as an advisor for mutual funds, offering seven publicly available plans - diversification is key.

Diversification is Key

Johnson Investment Counsel serves as advisor for the Johnson Mutual Funds, a family of seven publicly available mutual funds. Our employees are heavily invested in the funds, aligning our clients’ capital interests with our own.

The Johnson Mutual Funds provide immediate diversification and professional management for accounts with a minimum investment of $2,000 ($500 for an Education Savings Account). Since these funds are 100% no-load, with no redemption, sales charge, or exchange fees, you can easily invest or switch between the funds.

Johnson Municipal Income Fund - The fund invests primarily in Ohio investment-grade municipal fixed income securities.

Johnson Municipal Income Fund

The objective of the Municipal Income Fund is a high level of federally tax-free income over the long term, consistent with preservation of capital. The Fund invests primarily in Ohio investment-grade municipal fixed income securities.

Johnson Fixed Income Fund - The fund invests primarily in intermediate-term investment-grade fixed income securities, including government and corporate bonds.

Johnson Fixed Income Fund

The objective of the Fixed Income Fund is a high level of income over the long term, consistent with preservation of capital. The Fund invests primarily in intermediate-term investment-grade fixed income securities, including government and corporate bonds.

Johnson Reality Fund - The fund invests in real estate equity securities, including but not limited to REITS (Real Estate Investment Trusts).

Johnson Realty Fund

The objective of the Realty Fund is above-average income and long-term capital appreciation. The Fund invests in real estate equity securities, including but not limited to REITs (Real Estate Investment Trusts).

Johnson Equity Income Fund - The fund invests primarily in common stocks of larger-sized U.S. companies believed to have above-average dividend income and capital growth.

Johnson Equity Income Fund

The objective of the Equity Income Fund is to provide above-average dividend income and long-term capital growth. The Fund invests primarily in common stocks of larger-sized U.S. companies (those with a market capitalization above $15 billion) believed to have above-average dividend income and capital growth.

Johnson Growth Fund - The fund invests primarily in common stocks of large-sized companies believed to have above-average prospects for appreciation.

Johnson Growth Fund

The objective of the Growth Fund is long-term capital growth. The Fund invests primarily in common stocks of large-sized companies believed to have above-average prospects for appreciation.

Johnson Disciplined Mid-Cap Fund - The fund invests primarily in common stocks of medium-sized companies believed to have above-average prospects for appreciation.

Johnson Opportunity Fund

The objective of the Opportunity Fund is long-term capital growth. The Fund invests primarily in equity securities of small and medium sized companies (those with a market capitalization below $15 billion) that offer opportunities for capital growth. Companies are selected for the Fund’s portfolio using a proprietary approach that blends quantitative and fundamental analysis. Please note that as of May 1, 2014, the name of the Johnson Disciplined Mid-Cap Fund was changed to the Johnson Opportunity Fund.

Johnson International Fund - The fund invests in equity securities of foreign companies located in a variety of countries throughout the world.

Johnson International Fund

The investment objective of the International Fund is long-term growth of capital. The Fund invests in equity securities of foreign companies located in a variety of countries throughout the world. The Fund expects to typically invest in companies located in ten or more countries outside the United States at any one time and offer opportunities for capital growth. .

Before investing, carefully consider a Fund’s objectives, risks, charges, and expenses. Contact us for Fund details and to obtain the latest prospectus.