WOOOX Mutual Fund

WOOOX Mutual Fund (JPMorgan SMID Cap Equity Fund Class R3) is managed by J.P. Morgan Asset Management with $711,063.32 in net assets. WOOOX expense ratio is 1.09%, holding 109 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2016-09-09.

WOOOX performance shows a YTD return of 8.03%. The 1-year return is 6.49% and the 5-year return is 2.46%. WOOOX dividend yield stands at 7.05%, paid annually.

WOOOX top holdings include JPMorgan Prime Money Market Fund, Class IM (3.3%), Performance Food Group Co (1.7%), Waste Connections Inc (1.6%), Steris Plc (1.6%), Reliance Steel & Aluminum Co. (1.4%). Go to all WOOOX holdings, WOOOX sectors, or WOOOX dividends.

WOOOX can be compared against other funds. Use WOOOX overlap to find shared positions, or WOOOX vs another fund for a side-by-side view. WOOOX alternatives are available via the screener, along with tax-loss harvesting opportunities.