WOOPX Mutual Fund

WOOPX Mutual Fund (JPMorgan SMID Cap Equity Fund Class I) is managed by J.P. Morgan Asset Management with $70.3M 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 6.77% and the 5-year return is 2.73%. WOOPX dividend yield stands at 6.42%, paid annually.

WOOPX 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 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.