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.
- NAV / 1-Day Return 48.69 / 1.40 %
- Total Assets 125.4 Mil
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Adj. Expense Ratio
- 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.