JOPPX : Johnson Opportunity Fund

JOPPX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

JOPPX

Johnson Opportunity Fund

FI Score

30 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

30% FI Score
  • joppx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Johnson Opportunity Fund

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long term capital growth. The fund invests primarily in equity securities of small and medium sized companies (those with a market capitalization below $15 billion) that its Adviser believes offer opportunities for capital growth.

Largest Holdings

Amount Holding
1.88% Charles River Laboratories International Inc
1.81% Reinsurance Group of America Inc
1.81% West Pharmaceutical Services Inc
1.72% Catalent Inc
1.65% ICF International Inc
1.61% CACI International Inc Class A
1.60% Lithia Motors Inc Class A
1.60% Gartner Inc A
1.58% IDEX Corp
1.56% Chemed Corp

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