WOOPX Mutual Fund
WOOPX Mutual Fund
JPMorgan SMID Cap Equity Fund Class I
WOOPX Mutual Fund Overview
WOOPX Mutual Fund (JPMorgan SMID Cap Equity Fund Class I) is managed by J.P. Morgan Asset Management with $73.4M in net assets. WOOPX expense ratio is 0.84%, holding 109 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1991-05-31.
WOOPX performance shows a YTD return of 8.24%. The 1-year return is 10.90% and the 5-year return is 3.88%. WOOPX dividend yield stands at 6.24%, paid annually.
WOOPX top holdings include Jpmorgan Prime Money Market Fund, Class Im (3.2%), Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (2.9%), Nvent Electric Pl (1.7%), Hayward Acquisition Inc (1.6%), Performance Food Group Co (1.6%). View all WOOPX holdings, sector breakdown, or dividend history.
WOOPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WOOPX alternatives are available via the screener, along with tax-loss harvesting opportunities.