Johnson Opportunity Fund Quote
| JOPPX Fund | USD 52.31 0.71 1.38% |
Performance8 of 100
| Odds Of DistressLess than 18
|
Johnson Opportunity is trading at 52.31 as of the 7th of May 2024; that is 1.38% increase since the beginning of the trading day. The fund's open price was 51.6. Johnson Opportunity has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Johnson Opportunity Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of April 2024 and ending today, the 7th of May 2024. Click here to learn more.
The fund invests primarily in equity securities of small and medium sized companies that its Adviser believes offer opportunities for capital growth. Johnson Opportunity is traded on NASDAQ Exchange in the United States. More on Johnson Opportunity Fund
Moving together with Johnson Mutual Fund
| 0.73 | VIMAX | Vanguard Mid Cap | PairCorr |
| 0.73 | VIMSX | Vanguard Mid Cap | PairCorr |
| 0.73 | VMCPX | Vanguard Mid Cap | PairCorr |
| 0.73 | VMCIX | Vanguard Mid Cap | PairCorr |
| 0.72 | VEXAX | Vanguard Extended Market | PairCorr |
| 0.72 | VEMPX | Vanguard Extended Market | PairCorr |
| 0.72 | VIEIX | Vanguard Extended Market | PairCorr |
Johnson Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Johnson Opportunity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Johnson Opportunity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Mid-Cap Blend, Johnson Mutual Funds, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Johnson Opportunity Fund [JOPPX] is traded in USA and was established 7th of May 2024. The fund is listed under Mid-Cap Blend category and is part of Johnson Mutual Funds family. This fund currently has accumulated 122.99 M in assets under management (AUM) with minimum initial investment of 2 K. Johnson Opportunity is currently producing year-to-date (YTD) return of 3.43% with the current yeild of 0.01%, while the total return for the last 3 years was 5.49%.
Check Johnson Opportunity Probability Of Bankruptcy
Instrument Allocation
Top Johnson Opportunity Fund Mutual Fund Constituents
| WSFS | WSFS Financial | Stock | Financials |
| SMG | Scotts Miracle Gro | Stock | Materials |
| CRI | Carters | Stock | Consumer Discretionary |
| FHN | First Horizon National | Stock | Financials |
| FGZXX | First American Funds | Money Market Fund | US Money Market Fund |
| DOX | Amdocs | Stock | Information Technology |
| ATO | Atmos Energy | Stock | Utilities |
Johnson Opportunity Target Price Odds Analysis
Based on a normal probability distribution, the odds of Johnson Opportunity jumping above the current price in 90 days from now is about 25.04%. The Johnson Opportunity Fund probability density function shows the probability of Johnson Opportunity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Johnson Opportunity has a beta of 0.1424. This indicates as returns on the market go up, Johnson Opportunity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Johnson Opportunity Fund will be expected to be much smaller as well. Additionally, johnson Opportunity Fund has an alpha of 0.0748, implying that it can generate a 0.0748 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Johnson Opportunity to move above the current price in 90 days from now is about 25.04 (This Johnson Opportunity Fund probability density function shows the probability of Johnson Mutual Fund to fall within a particular range of prices over 90 days) .
Johnson Opportunity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Johnson Opportunity market risk premium is the additional return an investor will receive from holding Johnson Opportunity long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Johnson Opportunity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Johnson Opportunity's alpha and beta are two of the key measurements used to evaluate Johnson Opportunity's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6574 | |||
| Semi Deviation | 0.7852 | |||
| Standard Deviation | 0.8395 | |||
| Variance | 0.7047 |
Johnson Opportunity Against Markets
Picking the right benchmark for Johnson Opportunity mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Johnson Opportunity mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Johnson Opportunity is critical whether you are bullish or bearish towards Johnson Opportunity Fund at a given time. Please also check how Johnson Opportunity's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Johnson Opportunity without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Headlines Timeline Now
Headlines TimelineStay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |
| All Next | Launch Module |
How to buy Johnson Mutual Fund?
Before investing in Johnson Opportunity, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Johnson Opportunity. To buy Johnson Opportunity fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Johnson Opportunity. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Johnson Opportunity fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Johnson Opportunity Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Johnson Opportunity Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Johnson Opportunity Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Johnson Opportunity Fund?
The danger of trading Johnson Opportunity Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Johnson Opportunity is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Johnson Opportunity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Johnson Opportunity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Johnson Opportunity Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.