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JIBFX Johnson Institutional Core Bond

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Fund JIBFX Johnson Institutional Core Bond VBILX Vanguard Interm-Term Bond Index Adm  
100% 90%
Annual Fees
(0.24% Exp. Ratio)
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$17,237.65 $18,010.73
Est. savings over 30 yrs +$773.08
As of 10/31/16
1 YR RETURN 5.30%
3 YR 4.25%
5 YR 3.55%
10 YR 5.52%
1 YR RETURN 5.35%
3 YR 4.26%
5 YR 3.78%
10 YR 5.78%
The investment seeks a high level of income over the long term consistent with preservation of capital. The fund invests primarily in a broad range of investment grade fixed income securities. The Adviser typically selects fixed income securities with maturities between three and fifteen years, based on the available yield at various maturity levels. The fund will normally invest at least 95% of its assets in investment grade fixed income securities. It will normally invest at least 80% of its assets in bonds.
The investment seeks the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index. The index includes all medium and larger issues of U.S. government, investment-grade corporate and investment-grade international dollar-denominated bonds that have maturities between 5 and 10 years and are publicly issued. All of its investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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