JPMorgan SMID Cap Equity FundWOOPX

MUTUAL FUNDJ.P. Morgan
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$286.0M
Expense ratio
0.84%
1-year return
+0.1%
3 years, a year
+5.1%
5 years, a year
+2.1%
Holdings
109

What it aims to do.

The Fund seeks long-term capital growth by investing primarily in equity securities of companies with intermediate capitalizations.

Top 10 holdings.

Holding% of fund
JPMorgan Prime Money Market Fund3.17%
JPMorgan Securities Lending Money Market Fund2.90%
nVent Electric plc1.71%
HAYW Hayward Holdings, Inc.1.64%
PFGC Performance Food Group Co.1.60%
TRU TransUnion1.41%
WCN Waste Connections, Inc.1.41%
MOD Modine Manufacturing Co.1.39%
LPLA LPL Financial Holdings, Inc.1.39%
RS Reliance, Inc.1.36%

More on WOOPX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.