WOOPX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan SMID Cap Equity I (WOOPX) Ownership - Who owns JPMorgan SMID Cap Equity I?

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

Category: #Mid-Cap Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WOOPX

Net Assets

399M

Fund Existence

almost 34 years

Turnover

39.00

Total Expense Ratio

0.84

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.96

Assets in Top Ten Holdings

68.6M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

92.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

106.00

Number of Net Holdings

106.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

16.28%

Gain YTD

-2.823

Annual Yield % from dividends

0.35

Returns for 1 year

2.41

Returns for 3 years

-0.65

Returns for 5 years

19.51

Returns for 10 years

-20.19

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General Information

Category MidCapBlend

Profile

Fundamentals

Details