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Johnson Opportunity JOPPX

Quantitative rating as of | See Johnson Investment Hub
  • NAV / 1-Day Return 48.69  /  1.40 %
  • Total Assets 125.4 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.63%
  • Turnover 39%

Morningstar’s Analysis JOPPX

Will JOPPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Johnson Opportunity's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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