Johnson Equity Income Fund Quote
| JEQIX Fund | USD 40.02 0.11 0.28% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Johnson Equity is trading at 40.02 as of the 28th of November 2024; that is 0.28 percent increase since the beginning of the trading day. The fund's open price was 39.91. Johnson Equity has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Johnson Equity Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in equity securities of larger-sized U.S. companies that its adviser believes offer opportunities for above-average dividend income and capital growth. Under normal circumstances, at least 80 percent of the funds total assets will be invested in income-producing equity securities.. More on Johnson Equity Income
Moving together with Johnson Mutual Fund
Moving against Johnson Mutual Fund
Johnson Mutual Fund Highlights
| Fund Concentration | Johnson Mutual Funds, Large Blend Funds, Large Blend, Johnson Mutual Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Johnson Equity Income [JEQIX] is traded in USA and was established 28th of November 2024. Johnson Equity is listed under Johnson Mutual Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Johnson Mutual Funds family. This fund currently has accumulated 598.31 M in assets under management (AUM) with minimum initial investment of 2 K. Johnson Equity Income is currently producing year-to-date (YTD) return of 16.87% with the current yeild of 0.01%, while the total return for the last 3 years was 6.88%.
Check Johnson Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Johnson Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Johnson Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Johnson Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Johnson Equity Income Mutual Fund Constituents
| PG | Procter Gamble | Stock | Consumer Staples | |
| AMT | American Tower Corp | Stock | Real Estate | |
| SJM | JM Smucker | Stock | Consumer Staples | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| ADI | Analog Devices | Stock | Information Technology | |
| DIS | Walt Disney | Stock | Communication Services | |
| ADP | Automatic Data Processing | Stock | Information Technology |
Johnson Equity Income Risk Profiles
| Mean Deviation | 0.493 | |||
| Semi Deviation | 0.5021 | |||
| Standard Deviation | 0.6255 | |||
| Variance | 0.3913 |
Johnson Equity Against Markets
Other Information on Investing in Johnson Mutual Fund
Johnson Equity financial ratios help investors to determine whether Johnson Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Johnson with respect to the benefits of owning Johnson Equity security.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Stocks Directory Find actively traded stocks across global markets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |