Morningstar

Johnson Core Plus Bond Fund JCPLX

Morningstar Medalist Rating
Medalist Rating as of | See Johnson Investment Hub
  • NAV / 1-Day Return 12.17  /  −0.16 %
  • Total Assets 45.0M
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 4.62%
  • Effective Duration 6.20 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:22 AM GMT+0

Morningstar’s Analysis JCPLX

Will JCPLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JCPLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JCPLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JCPLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Johnson Core Plus Bond holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings JCPLX

More JCPLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US Treasury Bond Future Sept 26

4.29 2M
Government

Federal National Mortgage Association 3.5%

2.10 1M
Securitized

Ultra 10 Year US Treasury Note Future Sept 26

1.95 987,328
Government

Truist Bank (North Carolina) 2.25%

1.92 969,540
Corporate

Pepsico Inc 5%

1.88 948,357
Corporate

Cisco Systems, Inc. 5.05%

1.87 946,228
Corporate

U.S. Bancorp. 4.967%

1.87 942,840
Corporate

Morgan Stanley 3.591%

1.85 934,881
Corporate

Florida Power & Light Co. 5.1%

1.83 922,915
Corporate

Federal Home Loan Mortgage Corp. 4.15%

1.82 916,940
Securitized

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