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Jp Morgan Mid Cap Value Fund-c Share Class: (MF: JCMVX)

(NASDAQ Mutual Funds) As of Nov 10, 2025 06:02 PM ET

$33.89 USD

+0.13 (0.39%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD 3.42 89
3 months 3.20 82
6 months 5.79 91
1 Year 2.80 89
3 Year 12.44 90
5 Year 12.54 61
10 Year 8.11 91

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 123.53
Bear Market (10/07 - 2/09) -48.30
Bull Market (2/09 - 3/21) 591.11

Load Adjusted Returns as of Sep 30, 2025

1 Year 1.77
5 Year 12.53
10 Year 8.12
Since Inception 10.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.24 2.51 3.20 NA
2024 9.09 -5.22 10.22 -0.60
2023 -0.28 3.77 -4.78 11.92
2022 -1.20 -12.57 -4.16 10.02
2021 15.26 5.13 -1.50 7.93
2020 -31.98 17.89 4.13 19.08

Annual Return

20252024202320222021202020192018201720162015
% Total Return 3.4213.2710.28-8.9228.82-0.5725.35-12.5012.5313.49-3.32
% Total Return Rel to Index -11.40-11.74-15.959.270.13-18.97-6.13-8.11-9.261.56-4.71
% Total Return Rel to Peer -7.86-6.11-12.7110.776.76-20.48-3.06-5.64-8.145.67-1.72
% Perf Quintile vs Peer* 0.000.005.002.001.005.005.005.005.002.004.00
% Dividends 0.000.050.170.000.000.020.120.170.000.000.00
% Yield 0.000.130.130.000.000.050.290.500.000.000.00
Capital Gains ($) 0.004.081.713.665.892.401.552.160.722.251.95
Expense Ratio 1.601.641.641.681.721.731.731.741.741.751.74

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