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JPMorgan SMID Cap Equity I WOOPX

Analyst rating as of
NAV / 1-Day Return
23.89  /  0.21 %
Total Assets
422.2 Mil
Adj. Expense Ratio
0.890%
Expense Ratio
0.890%
Fee Level
Average
Longest Manager Tenure
0.96 years
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.64%
Turnover
122%
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Morningstar’s Analysis

Will WOOPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid offering.

Summary

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JPMorgan SMID Cap Equity’s consistent emphasis on steady, well-positioned businesses sets it apart. After considering fees, its value proposition relative to peers is strong enough to upgrade five of the six share classes to a Morningstar Analyst Rating of Silver from Bronze, while the remaining one retains Bronze.