Johnson Mutual Funds
Diversification Is Key
Johnson Investment Counsel serves as advisor for the Johnson Mutual Funds, a family of ten publicly-available mutual funds. Our employees are heavily invested in our funds, aligning our interests with our clients.

Stock Funds

Equity Income Fund
The investment objective of the Equity Income Fund is to provide above-average dividend income and long-term growth of capital. The Fund invests primarily in common stocks of larger-sized U.S. companies believed to have above-average dividend income and capital growth.

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

Dynamic Growth Fund
The investment objective of the Dynamic Growth Fund is long-term growth of capital. The Fund invests in small-, mid- and large-sized capitalization U.S. companies believed to have opportunities for above-average growth.

Disciplined Large-Cap Fund
The investment objective of the Disciplined Large-Cap Fund is long-term growth of capital. The Fund invests primarily in equity securities of large-sized U.S. companies believed to offer opportunities for capital growth. Companies are selected for the Fund's portfolio using a disciplined, quantitative model.

Disciplined Mid-Cap Fund
The objective of the Disciplined Mid-Cap Fund is long-term growth of capital. The Fund invests primarily in common stocks of small-to medium-sized companies believed to have above-average prospects for appreciation. Companies are selected for the Fund's portfolio using a disciplined, quantitative model.

Disciplined Small-Cap Fund
The investment objective of the Disciplined Small-Cap Fund is long-term growth of capital. The Fund invests primarily in equity securities of small-sized companies believed to offer opportunities for capital growth. Companies are selected for the Fund's portfolio using a disciplined, quantitative model.

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 typically to invest in companies located in ten or more countries outside the United States at any one time that offer opportunities for capital growth.
   

Real Estate Fund


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, primarily REITs (Real Estate Investment Trusts).

Fixed Income Funds

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.

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 investment-grade municipal fixed income securities. It is anticipated that the majority of these securities will be Ohio municipal bonds, notes and short-term obligations.

An investor should consider a Fund’s investment objectives, risks, charges and expenses carefully before investing. This and other information can be found in the Fund's prospectus. Please read the prospectus carefully before investing.

 
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