Johnson Opportunity FundJOPPX

MUTUAL FUNDJohnson Investment Counsel
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$164.7M
Expense ratio
0.90%
1-year return
+8.8%
3 years, a year
+9.1%
5 years, a year
+6.5%
Holdings
83

What it aims to do.

Long term capital growth.

Top 10 holdings.

Holding% of fund
CRL Charles River Laboratories International, Inc.2.29%
RUSHA Rush Enterprises Inc.2.10%
NDSN Nordson Corp1.99%
RS Reliance Inc1.79%
ESI Element Solutions Inc1.76%
JAZZ Jazz Pharmaceuticals PLC1.76%
UTL Unitil Corp1.75%
AVY Avery Dennison Corporation1.72%
LFUS Littelfuse Inc.1.71%
GRC Gorman-Rupp Co1.64%

More on JOPPX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.