WOOOX Mutual Fund
WOOOX Mutual Fund
WOOOX Mutual Fund
JPMorgan SMID Cap Equity Fund Class R3
WOOOX Mutual Fund Overview
WOOOX Mutual Fund (JPMorgan SMID Cap Equity Fund Class R3) is managed by J.P. Morgan Asset Management with $747,147.11 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 2.56%. WOOOX dividend yield stands at 7.05%, paid annually.
WOOOX 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%). 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.