JCPLX Mutual Fund

JCPLX Mutual Fund (Johnson Core Plus Bond Fund) is managed by Johnson Mutual Funds with $45.3M in net assets. JCPLX expense ratio is 0.45%, holding 107 positions across sectors including Financials, Utilities, Industrials. Inception date: 2021-11-17.

JCPLX performance shows a YTD return of -3.26%. The 1-year return is -2.28%. JCPLX dividend yield stands at 4.62%, paid monthly.

JCPLX top holdings include Us Treasury Bond Future Sept 26 0 09/21/2026 (4.3%), Fnma Super Lng 30 Year 3.5% Due 08/01/2050 3.5 2050-08-01 (2.1%), Ultra 10 Year Us Treasury Note Future Sept 26 0 09/21/2026 (1.9%), Truist Bank, 2.25%, Due 03/11/2030 (1.9%), Pepsico Inc 5% Feb 07, 2035 (1.9%). Go to all JCPLX holdings, JCPLX sectors, or JCPLX dividends.

JCPLX can be compared against other funds. Use JCPLX overlap to find shared positions, or JCPLX vs another fund for a side-by-side view. JCPLX alternatives are available via the screener, along with tax-loss harvesting opportunities.