WOOSX Mutual Fund (JPMorgan SMID Cap Equity Fund Class R6) is managed by J.P. Morgan Asset Management with $59.7M in net assets. WOOSX expense ratio is 0.59%, holding 109 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-11-02.

WOOSX performance shows a YTD return of 11.52%. The 1-year return is 11.15% and the 5-year return is 4.14%. WOOSX dividend yield stands at 6.46%, paid annually.

WOOSX 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 Plc_None_0 (1.7%), Hayward Holdings, Inc. (1.6%), Performance Food Group Co (1.6%). View all WOOSX holdings, sector breakdown, or dividend history.

WOOSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WOOSX alternatives are available via the screener, along with tax-loss harvesting opportunities.