JIMDX Mutual Fund
JIMDX Mutual Fund
Johnson Institutional Short Duration Bond Fund Class F
JIMDX Mutual Fund Overview
JIMDX Mutual Fund (Johnson Institutional Short Duration Bond Fund Class F) is managed by Johnson Mutual Funds with $72,635.63 in net assets. JIMDX expense ratio is 0.40%, holding 98 positions across sectors including Financials, Other, Utilities. Inception date: 2018-05-01.
JIMDX performance shows a YTD return of 0.83%. The 1-year return is 3.28% and the 5-year return is 1.97%. JIMDX dividend yield stands at 3.92%, paid monthly.
JIMDX top holdings include U.S. Treasury Notes 2.375%, 5/15/29 (4.5%), United States Treasury Note/bond 2.625 02/15/2029 (4.3%), Essex Portfolio Lp,3.375,2026-04-15 (2.3%), Us Bancorp (2.1%), Starbucks Corp 4.85% 08Feb2027 (2.1%). View all JIMDX holdings, sector breakdown, or dividend history.
JIMDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JIMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.