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Morningstar

JPMorgan SMID Cap Equity I WOOPX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
15.70  /  1.75 %
Total Assets
293.4 Mil
Adj. Expense Ratio
0.890%
Expense Ratio
0.890%
Fee Level
Above Average
Longest Manager Tenure
1.91 years
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
24%

Morningstar’s Fund Analysis WOOPX

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.

Steady.

Senior Analyst

Summary

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JPMorgan SMID Cap Equity’s stable, proven team and differentiated investment process earn it a Morningstar Analyst Rating of Silver for its cheapest share classes and Bronze for pricier ones.

Unlock our full analysis with Morningstar Investor