Johnson Equity Income Fund Class I (JEQIX)

Overview

This investment fund focuses on channeling its resources into equity securities belonging to larger-sized U.S. companies, specifically those boasting a market capitalization above $20 billion. The strategy is grounded in the belief that these securities present opportunities not only for above-average dividend income but also for capital growth. The investment approach ensures that under normal circumstances, a substantial portion of the fund's total assets, at least 80%, is allocated towards income-producing equity securities. This strategic investment preference underscores the fund's commitment to generating significant income for its investors while simultaneously pursuing avenues for capital appreciation.

Products and Services

• Equity Securities Investment

  The primary focus of the fund is investing in equity securities of larger-sized U.S. companies, particularly those with a market capitalization exceeding $20 billion. This includes a wide range of industries and sectors, offering investors diversified exposure to the American corporate landscape. By targeting companies believed to offer the best opportunities for dividend income and capital growth, the fund aims to provide investors with a balance of income generation and capital appreciation potential.

• Income-Producing Equity Securities

  At least 80% of the fund's total assets are dedicated to investments in income-producing equity securities. This underscores the fund’s objective to prioritize securities that not only contribute to the fund's growth but also generate regular income. This strategy caters to investors looking for steady dividend income in addition to the potential for capital gains, marrying the twin goals of income and growth in a single investment vehicle.