JPMorgan Intrepid Mid Cap Select (woopx)
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Asset Allocation (% of Port)
| US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
| North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
JPMorgan Intrepid Mid Cap Select (WOOPX) Description: WOOPX is a mutual fund, which is an investment that owns a basket of assets. The WOOPX mutual fund was provided by JPMorgan and this investment vehicle derives the majority of its value from equity holdings (stocks). JPMorgans mutual fund has a medium management tenure and is in the average fund size classification. WOOPXs minimum initial investment amount is $1000000 while the IRA minimum is $0. WOOPXs expense ratio is roughly 1%. The latest WOOPXs front end load was 0% and the back end load was 0%. The JPMorgan Intrepid Mid Cap Select (WOOPX) mutual fund falls under the mid-cap mixed category. WOOPX focuses its investments in USA and WOOPX is not affiliated with a particular industry or fund sector. The JPMorgan Intrepid Mid Cap Select (WOOPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find WOOPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of WOOPXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) issued by U.S. emerging capitalization companies with relatively attractive earnings growth potential and valuation. It primarily buys common stock but can also invest in preferred stock and securities convertible into common and preferred stock. The fund may invest in shares of companies through initial public offerings (IPOs) and in derivative instruments.


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