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Johnson Equity Income Fund (JEQIX)
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22/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 560.94M
Johnson Equity Income
39.60
+0.16
+0.41%
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JEQIX Overview
On this page you'll find an in-depth profile of Johnson Equity Income Fund. Learn about the key management, total assets, investment strategy and contact information of JEQIX among other information.
Investment Strategy
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 $20 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.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Charles Rinehart | Portfolio Manager | 2010 | Now |
| Biography | .Mr. Rinehart has been with Johnson Investment Counsel since 2007. He is the Chief Investment Officer within Johnson Asset Management and is also a shareholder of the firm. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Mr. Rinehart started working at Johnson as a University of Cincinnati Student Co-op and is a graduate of UC’s Kolodzik Business Scholars program. | ||
| Bill Jung | Research Analyst | 2005 | Now |
| Biography | Mr. Jung joined Johnson Investment Counsel in 2000 and serves as a Senior Research Analyst. In his role on the Equity Research Team, Mr. Jung is responsible for the Financials sector. He is a former member of the firm’s Portfolio Strategy Team as well as the Equity Strategy Team. He is a member of the Cincinnati Society of Financial Analysts, currently serves on the Board of Trustees of Royalmont Academy as Treasurer, is actively involved as a parishioner of St. John the Baptist Parish and is also a member of the Knights of Columbus-St. John the Baptist Dry Ridge Council. Prior to joining the firm, Mr. Jung earned his B.B.A. in Finance from the University of Cincinnati and holds the Chartered Financial Analyst designation. | ||
| Bret Parrish | CIO (Chief Investment Officer) | 2005 | 2023 |
| Biography | Mr. Parrish is a CFA charter holder and is currently a member of the Equity Income Fund team. He previously was the team leader since its inception through 2017. Mr. Parrish is currently the Chief Investment Officer of Equities, and President of the Private Client Group for Johnson Investment Counsel, Inc. Mr. Parrish was the Managing Director of the Private Client Group for the Adviser and joined the Adviser in 2001. Mr. Parrish joined Johnson Investment Counsel, Inc. in 2001. Parrish was a portfolio manager at Ohio National Financial Services from 2000 to 2001 and at the Ohio Casualty Group from 1994 to 2000. | ||
| Scott Muhlhauser | Portfolio Manager | 2005 | 2017 |
| Biography | Scott Muhlhauser, CFA, has been a team member of Johnson Investment Counsel, Inc. since 2010. Mr. Muhlhauser is a Portfolio Manager and has been with the Adviser since 1983. | ||
| Brian Kute | Director | 2005 | 2011 |
| Biography | Mr. Kute joined Johnson Investment Counsel in 1994 and serves as Managing Director and Senior Portfolio Manager on the SMID Cap Core Equity strategy. Brian is also a Principal of the firm. In this role, Mr. Kute is responsible for the strategy that he developed in 2013 which includes the oversight of all portfolio management and research in addition to leading the SMID Cap Core Strategy Team. He has over 25 years of industry experience including roles as a Fund Manager, Director of Research, Research Analyst, Equity Trader and as an investment committee member. Prior to joining the firm, Brian worked for Gradison McDonald Investments, Inc. Mr. Kute received a B.B.A. in Finance & Economics from the University of Kentucky and holds the Chartered Financial Analyst designation. | ||
| Richard Miller | - | 2005 | 2007 |
| Biography | Miller has been with the adviser as a portfolio manager for the past 16 years. Miller holds the Chartered Financial Analyst designation. | ||
| Dale Coates | Vice President | 2005 | 2007 |
| Biography | Mr. Coates is a CFA charterholder and has been a member of the Opportunity, Fixed Income, and Municipal Income Funds teams since the respective inception date for each of these Funds. He is currently Vice President of the Johnson Mutual Funds Trust and an Institutional Portfolio Manage. He has been with the Adviser in a portfolio management role for over 20 years. | ||
| Jeff Cornell | Portfolio Manager | 2005 | 2007 |
| Biography | Mr. Cornell is a CFA charterholde and has been a portfolio manager with Johnson Investment Counsel, Inc. since 2001. Prior to joining the adviser in 2001, he was portfolio manager at Retirement Capital Advisors from 2000 to 2001 and at Countrywide Investments from 1995 to 1999. | ||
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