Morningstar

Johnson Opportunity Fund JOPPX

Medalist Rating as of Sep 30, 2026 See Johnson Investment Hub

Strategy

The investment seeks long term capital growth. The fund invests primarily in equity securities of small and medium sized U.S. companies (those with a market capitalization below $20 billion) that its Adviser believes offer opportunities for capital growth.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JOSSX	Johnson Opportunity Fund S	No Load	Open			Sep 18, 2023	$17.21M	1.150%	Average	$2,000	−$3.85M
JOPPX	Johnson Opportunity Fund	Institutional	Open			May 16, 1994	$140.40M	0.900%	Average	$1M	−$39.75M

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