WOOSX Mutual Fund

WOOSX Mutual Fund (JPMorgan SMID Cap Equity Fund Class R6) is managed by J.P. Morgan Asset Management with $57.4M 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 8.39%. The 1-year return is 7.03% and the 5-year return is 2.98%. WOOSX dividend yield stands at 6.69%, paid annually.

WOOSX top holdings include Jpmorgan Prime Money Market Fund, Class Im (3.3%), Performance Food Group Co (1.7%), Waste Connections Inc Common Stock Cad 0 (1.6%), Steris Plc Ordinary Shares (1.6%), Reliance Steel & Aluminum Co. (1.4%). Go to all WOOSX holdings, WOOSX sectors, or WOOSX dividends.

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