Morningstar

JPMorgan SMID Cap Equity Fund Class R6 WOOSX

Medalist Rating as of Aug 19, 2026 See JPMorgan Investment Hub

Strategy

The investment seeks long-term capital growth by investing primarily in equity securities of companies with intermediate capitalizations. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of small- to mid-cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small- to mid-cap companies are generally considered to be those companies with market capitalizations similar to those within the universe of the Russell 2500® Index at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WOOPX	JPMorgan SMID Cap Equity Fund Class I	Institutional	Closed			May 31, 1991	$32.48M	0.840%	Average	$1M	−$15.51M
PECAX	JPMorgan SMID Cap Equity Fund Class A	Front Load	Closed			May 1, 1992	$91.26M	1.090%	Below Average	$1,000	−$16.49M
ODMCX	JPMorgan SMID Cap Equity Fund Class C	Level Load	Closed			Mar 22, 1999	$1.97M	1.590%	Low	$1,000	−$1.90M
WOOSX	JPMorgan SMID Cap Equity Fund Class R6	Retirement, Large	Closed			Nov 2, 2015	$2.04M	0.590%	Low	$15M	−$95.46M
WOOOX	JPMorgan SMID Cap Equity Fund Class R3	Retirement, Medium	Closed			Sep 9, 2016	$337,781.00	1.090%	Low	$0	−$173,876.23

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