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Jpmorgan Mid Cap Growth Fund R5: (MF: JMGFX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:59 PM ET

$51.31 USD

-0.62 (-1.19%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.02 71
3 months -3.94 85
6 months -1.01 88
1 Year 1.90 85
3 Year 12.45 66
5 Year 4.50 88
10 Year 13.57 42

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jan 31, 2026

1 Year 8.67
5 Year 4.41
10 Year 12.27
Since Inception 13.44

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.20 18.08 4.50 -3.00
2024 10.20 -3.59 2.64 4.94
2023 7.72 6.83 -5.38 13.18
2022 -11.77 -20.63 -1.71 6.04
2021 1.33 7.24 -1.52 3.65

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.028.6714.4423.24-27.0110.9248.4639.85-5.0329.660.32
% Total Return Rel to Index 0.00-9.54-10.58-3.00-8.80-17.7530.068.36-0.637.86-11.61
% Total Return Rel to Peer 0.00-4.03-4.950.24-7.31-11.1328.5411.421.838.98-7.49
% Perf Quintile vs Peer* 0.000.000.003.004.005.001.001.003.001.005.00
% Dividends 0.000.000.000.000.000.000.050.000.000.000.00
% Yield NA0.000.000.000.000.000.080.000.000.000.00
Capital Gains ($) 0.004.673.660.000.294.645.452.812.152.140.01
Expense Ratio 0.000.750.790.790.790.790.790.780.780.780.79

* 1 = Top 20%, 5 = Bottom 20%