WOOPX Mutual Fund

WOOPX Mutual Fund (JPMorgan SMID Cap Equity Fund Class I) is managed by J.P. Morgan Asset Management with $63.5M in net assets. WOOPX expense ratio is 0.84%, holding 113 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1991-05-31.

WOOPX performance shows a YTD return of 7.53%. The 1-year return is 3.58% and the 5-year return is 2.35%. WOOPX dividend yield stands at 6.46%, paid annually.

WOOPX top holdings include Waste Connections Inc Common Stock Cad 0 (1.7%), Steris Plc Ordinary Shares (1.6%), First Horizon National Corp (1.5%), Performance Food Group Co (1.5%), Evercore, Inc. Class A (1.5%). Go to all WOOPX holdings, WOOPX sectors, or WOOPX dividends.

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