Johnson Opportunity Fund (JOPPX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JOPPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JOPPX
JOPPX charges 1.00% annually. There are 80 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | JOPPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | JOPPX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | JOPPX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | JOPPX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | JOPPX vs VMCIX |
Best Risk-Adjusted Alternatives to JOPPX
JOPPX has a PortfoliosLab risk / return rank of 19. There are 107 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | JOPPX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | JOPPX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | JOPPX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 82 | — | Aug 2013 | JOPPX vs FZAMX | |
| Destinations Small-Mid Cap Equity Fund | 81 | — | Mar 2017 | JOPPX vs DSMFX |
Top Performing JOPPX Alternatives (YTD)
JOPPX is at 7.33% YTD. There are 109 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 45.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 45.46% | — | Jan 2005 | JOPPX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | JOPPX vs FZFLX | |
| Hodges Fund | 32.70% | — | Oct 1992 | JOPPX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | JOPPX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.16% | — | Aug 2013 | JOPPX vs FZAMX |
Lowest Volatility Alternatives to JOPPX
JOPPX has 14.31% 1-year volatility. There are 29 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.81% | — | Dec 2002 | JOPPX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.80% | — | Jul 1999 | JOPPX vs TLVAX | |
| Boston Trust Midcap Fund | 11.90% | — | — | JOPPX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.02% | — | Aug 2011 | JOPPX vs WAMFX | |
| Victory RS Investors Fund | 12.09% | — | Nov 2005 | JOPPX vs RSINX |
Lowest Drawdown Alternatives to JOPPX
JOPPX has a 1-year max drawdown of -9.82%. There are 72 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | JOPPX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | JOPPX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | JOPPX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | JOPPX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | JOPPX vs DNLDX |
Other Mutual Funds from Johnson Mutual Funds
The 6 most viewed Johnson Mutual Funds mutual funds shown here include JIBEX, JEQIX, JENHX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Johnson Institutional Intermediate Bond Fund | Intermediate Core Bond | 24 | 0.02% | — | Aug 2000 | JOPPX vs JIBEX | |
| Johnson Equity Income Fund | Large Cap Blend Equities | 19 | 1.46% | — | Dec 2005 | JOPPX vs JEQIX | |
| Johnson Enhanced Return Fund | Large Cap Blend Equities | 55 | 8.73% | — | Dec 2005 | JOPPX vs JENHX | |
| Johnson Municipal Income Fund | Municipal Bonds | 59 | 1.30% | — | May 1994 | JOPPX vs JMUNX | |
| Johnson Institutional Short Duration Bond Fund | Short-Term Bond | 72 | 0.32% | — | Aug 2000 | JOPPX vs JIBDX | |
| Johnson Institutional Core Bond Fund | Intermediate Core Bond | 21 | 0.47% | — | Aug 2000 | JOPPX vs JIBFX |
Often Compared With JOPPX
Investors most often compare JOPPX with BIGTX, AVEMX, WHGMX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JOPPX with Any Fund or Stock
Compare JOPPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JOPPX with funds that move differently
Johnson Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JOPPX.
Explore JOPPX Diversifiers