Easily invest with our 100% no-load funds

We serve as advisor for the Johnson Mutual Funds, which offers five publicly available mutual funds that provide immediate diversification and professional management for accounts with a minimum investment of $2,000 ($500 for an Education Savings Account). Our funds are 100% no-load, with no redemption, sales charge, or exchange fees.


Retail Mutual Funds

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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.

  • Class I Ticker: JEQIX
  • Class S Ticker: JEQSX
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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.

  • Class I Ticker: JOPPX
  • Class S Ticker: JOSSX
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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.

Institutional Mutual Funds

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Johnson Institutional Enhanced Return Fund

Johnson Enhanced Return Fund aims to outperform the S&P 500 Index with low tracking error and comparable volatility. The Fund seeks to accomplish this by replicating the large cap equity market through the use of S&P 500 index futures, combined with alpha generating short duration investment-grade fixed income securities.

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Before you invest, you may want to review the Fund’s Prospectus and Statement of Additional information, which contains more information about the Fund and its risks. You can find the Fund’s Prospectus and other information about the fund online at https://www.johnsoninv.com/mutualfunds/documents. You can also get this information at no additional cost by calling (800) 541-0170 or by sending an email request to prospectus@johnsonmutualfunds.com.