Common Contracts

3 similar Agreement and Plan of Reorganization contracts by Diamond Hill Funds, Johnson Mutual Funds Trust

The Johnson Fixed Income Fund The Johnson Institutional Core Bond Fund
Agreement and Plan of Reorganization • August 29th, 2023 • Johnson Mutual Funds Trust

Re: AGREEMENT AND PLAN OF REORGANIZATION, DATED AS OF ________, 2023 (THE "AGREEMENT"), BY AND BETWEEN JOHNSON MUTUAL FUNDS TRUST ("JOHNSON FUNDS") WITH RESPECT TO ITS SERIES, THE JOHNSON Fixed Income Fund (THE "TRANSFERRING FUND") AND ITS SERIES, THE JOHNSON Institutional Core Bond FUND (THE "ACQUIRING FUND")

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FORM OF OPINION RE: TAX MATTERS
Agreement and Plan of Reorganization • July 23rd, 2020 • Diamond Hill Funds

Re: AGREEMENT AND PLAN OF REORGANIZATION, DATED AS OF JULY 21, 2020 (THE "AGREEMENT"), BY AND BETWEEN DIAMOND HILL FUNDS ("DIAMOND HILL") ON BEHALF OF ITS SERIES, DIAMOND HILL RESEARCH OPPORTUNITIES FUND (THE "TRANSFERRING FUND") AND ITS SERIES, DIAMOND HILL LONG-SHORT FUND (THE "ACQUIRING FUND") AND, SOLELY FOR PURPOSES OF PARAGRAPH 5 THEREOF, DIAMOND HILL CAPITAL MANAGEMENT, INC. ("DHCM")

FORM OF OPINION RE: TAX MATTERS
Agreement and Plan of Reorganization • March 6th, 2019 • Diamond Hill Funds

Re: AGREEMENT AND PLAN OF REORGANIZATION, DATED AS OF _______________, 2019 (THE "AGREEMENT"), BY AND BETWEEN DIAMOND HILL FUNDS ("DIAMOND HILL") ON BEHALF OF ITS SERIES, DIAMOND HILL FINANCIAL LONG-SHORT FUND (THE "TRANSFERRING FUND") AND ITS SERIES, DIAMOND HILL RESEARCH OPPORTUNITIES FUND (THE "ACQUIRING FUND") AND, SOLELY FOR PURPOSES OF PARAGRAPH 5 THEREOF, DIAMOND HILL CAPITAL MANAGEMENT, INC. ("DHCM")

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