JOSSX Mutual Fund

JOSSX Mutual Fund (Johnson Opportunity Fund Class S) is managed by Johnson Mutual Funds with $16.6M in net assets. JOSSX expense ratio is 1.15%, holding 81 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2023-09-18.

JOSSX performance shows a YTD return of 14.09%. The 1-year return is 14.92% and the 5-year return is 7.24%. JOSSX dividend yield stands at 4.04%, paid annually.

JOSSX 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 JOSSX holdings, JOSSX sectors, or JOSSX dividends.

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