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Jpmorgan Small Cap Growth Fund - R4: (MF: JGLYX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:51 PM ET

$18.02 USD

+0.10 (0.56%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.74 75
3 months 2.19 82
6 months 9.48 54
1 Year 14.67 66
3 Year 9.77 68
5 Year -2.33 94
10 Year NA NA

* 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 Feb 28, 2026

1 Year 6.37
5 Year -2.67
10 Year NA
Since Inception 9.17

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -11.86 10.44 7.68 1.48
2024 11.53 -4.33 3.89 1.70
2023 4.60 8.26 -9.06 10.86
2022 -13.89 -21.84 1.98 -1.36
2021 -1.12 2.07 -5.79 -0.91

Annual Return

202620252024202320222021202020192018
% Total Return 4.746.3812.7414.16-32.29-5.7859.5537.54-4.63
% Total Return Rel to Index 3.40-11.84-12.27-12.08-14.09-34.4641.146.05-0.24
% Total Return Rel to Peer 0.21-0.920.82-1.91-12.77-25.1040.5512.106.14
% Perf Quintile vs Peer* 3.004.000.004.005.005.001.001.001.00
% Dividends 0.000.030.130.000.000.000.050.020.00
% Yield 0.000.170.720.190.000.000.180.140.00
Capital Gains ($) 0.001.300.000.000.063.271.821.072.00
Expense Ratio 0.000.990.990.991.000.980.990.990.00

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