JEQIX : Johnson Equity Income Fund

JEQIX is a US Stocks Market Large Blend with HIGH fees.

JEQIX

Johnson Equity Income Fund

FI Score

37 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

37% FI Score
  • jeqix
  • Mutual Fund
  • US Stocks
  • Large Blend

Johnson Equity Income Fund

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks above average dividend income and long term capital growth. The fund invests primarily in equity securities of larger-sized U.S. companies (those with a market capitalization above $15 billion) that its adviser believes offer opportunities for above-average dividend income and capital growth. Under normal circumstances, at least 80% of the fund's total assets will be invested in income-producing equity securities.

Largest Holdings

Amount Holding
3.45% Abbott Laboratories
3.26% Analog Devices Inc
3.13% American Tower Corp
3.08% Accenture PLC Class A
3.08% Colgate-Palmolive Co
3.05% Alphabet Inc A
2.88% Microsoft Corp
2.82% Zimmer Biomet Holdings Inc
2.55% The Walt Disney Co
2.50% PPG Industries Inc
2.47% S&P Global Inc
2.39% Apple Inc
2.36% The Home Depot Inc
2.33% Zoetis Inc Class A
2.26% Mastercard Inc A
2.21% Danaher Corp
2.15% Automatic Data Processing Inc
2.11% Nasdaq Inc
2.10% Nike Inc B
2.08% Unilever PLC ADR
2.04% TJX Companies Inc
1.95% Fidelity National Information Services Inc
1.95% Willis Towers Watson PLC
1.92% CVS Health Corp
1.92% Honeywell International Inc

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