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.
JPMorgan SMID Cap Equity I WOOPX
NAV / 1-Day Return
23.47
/
0.09
%
Total Assets
415.8 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.890%
Expense Ratio
0.890%
Fee Level
Average
Longest Manager Tenure
0.90
years
Category
Mid-Cap Blend
Investment Style
Mid BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.63%
Turnover
122%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will WOOPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WOOPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the WOOPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of WOOPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A solid offering.
