JOPPX Mutual Fund

JOPPX Mutual Fund (Johnson Opportunity Fund) is managed by Johnson Mutual Funds with $138.3M in net assets. JOPPX expense ratio is 0.90%, holding 81 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 1994-05-16.

JOPPX performance shows a YTD return of 14.76%. The 1-year return is 19.28% and the 5-year return is 6.48%. JOPPX dividend yield stands at 0.51%, paid annually.

JOPPX top holdings include Rush Enterprises Inc (2.1%), Charles River Laboratories International Inc (1.9%), Dynatrace Inc (1.9%), Sei Investments Co. (1.9%), Appfolio Inc - A (1.8%). Go to all JOPPX holdings, JOPPX sectors, or JOPPX dividends.

JOPPX can be compared against other funds. Use JOPPX overlap to find shared positions, or JOPPX vs another fund for a side-by-side view. JOPPX alternatives are available via the screener, along with tax-loss harvesting opportunities.