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Jpmorgan Small Cap Blend Fund Class I: (MF: JDSCX)

(NASDAQ Mutual Funds) As of Oct 2, 2026 05:59 PM ET

$37.34 USD

+0.35 (0.95%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 19.34 9
3 months 2.87 36
6 months 13.38 16
1 Year 20.69 23
3 Year 12.74 78
5 Year 5.28 79
10 Year 12.69 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 130.95
Bear Market (10/07 - 2/09) -54.29
Bull Market (2/09 - 3/21) 1,001.26

Load Adjusted Returns as of Aug 31, 2026

1 Year 31.30
5 Year 5.83
10 Year 14.22
Since Inception 10.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.36 22.61 NA NA
2025 -8.63 5.81 5.86 0.77
2024 7.44 -3.44 6.31 0.28
2023 3.38 5.18 -5.38 12.15
2022 -7.99 -15.37 -0.42 4.71
2021 10.19 2.83 -3.19 4.31

Annual Return

20262025202420232022202120202019201820172016
% Total Return 19.343.1410.5915.40-18.8114.4324.9830.53-3.4441.828.11
% Total Return Rel to Index 10.51-15.07-14.42-10.84-0.61-14.256.58-0.950.9520.02-3.82
% Total Return Rel to Peer 11.81-9.56-8.79-7.590.88-7.625.072.103.4221.140.29
% Perf Quintile vs Peer* 1.005.005.004.003.005.002.003.002.001.003.00
% Dividends 0.000.180.290.100.070.030.050.050.000.000.00
% Yield 0.000.520.510.560.250.080.160.190.000.000.00
Capital Gains ($) 0.001.310.000.000.462.010.460.656.242.723.19
Expense Ratio 0.000.990.990.990.990.990.990.990.991.001.00

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