The Johnson Fixed Income Fund The Johnson Institutional Core Bond FundAgreement and Plan of Reorganization • August 29th, 2023 • Johnson Mutual Funds Trust
Contract Type FiledAugust 29th, 2023 CompanyRe: 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")
FORM OF OPINION RE: TAX MATTERSAgreement and Plan of Reorganization • July 23rd, 2020 • Diamond Hill Funds
Contract Type FiledJuly 23rd, 2020 CompanyRe: 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 MATTERSAgreement and Plan of Reorganization • March 6th, 2019 • Diamond Hill Funds
Contract Type FiledMarch 6th, 2019 CompanyRe: 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")