JOPPX Mutual Fund

JOPPX Mutual Fund (Johnson Opportunity Fund) is managed by Johnson Mutual Funds with $134.9M in net assets. JOPPX expense ratio is 0.90%, holding 81 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 1994-05-16.

JOPPX performance shows a YTD return of 14.28%. The 1-year return is 15.20% and the 5-year return is 6.69%. JOPPX dividend yield stands at 4.25%, paid annually.

JOPPX top holdings include Rush Enterprises Inc (2.2%), Charles River Laboratories International Inc (2.1%), Reliance Steel & Aluminum Co. (2.0%), Nordson Corp (1.9%), Donaldson Co Inc (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.