JPMorgan SMID Cap Equity FundWOOQX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$286.0M
Expense ratio
—
1-year return
+7.2%
3 years, a year
+7.7%
5 years, a year
+9.1%
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 Fund | 3.17% |
| JPMorgan Securities Lending Money Market Fund | 2.90% |
| nVent Electric plc | 1.71% |
| HAYW Hayward Holdings, Inc. | 1.64% |
| PFGC Performance Food Group Co. | 1.60% |
| TRU TransUnion | 1.41% |
| 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 WOOQX.
- WOOQX overview
- WOOQX holdings
- WOOQX risk
- WOOQX costs
- WOOQX money in and out
- WOOQX share classes
- Compare WOOQX with other funds
Returns after fees, from the fund's SEC filings up to Jun 2025. Past returns are not a promise. Not financial advice.