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Jpmorgan Small Cap Growth Fund - R3: (MF: JGRQX)

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

$17.61 USD

+0.09 (0.51%)

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 4.73 75
3 months 2.15 83
6 months 9.37 55
1 Year 14.40 68
3 Year 9.49 71
5 Year -2.58 95
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 6.08
5 Year -2.92
10 Year NA
Since Inception 8.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -11.92 10.33 7.62 1.43
2024 11.44 -4.37 3.85 1.60
2023 4.53 8.20 -9.10 10.79
2022 -13.94 -21.89 1.94 -1.45
2021 -1.17 1.97 -5.82 -1.00

Annual Return

202620252024202320222021202020192018
% Total Return 4.736.0812.4713.90-32.47-6.0459.1637.08-4.82
% Total Return Rel to Index 3.39-12.13-12.55-12.34-14.27-34.7240.765.59-0.42
% Total Return Rel to Peer 0.20-1.220.54-2.17-12.95-25.3540.1711.655.95
% Perf Quintile vs Peer* 3.004.000.004.005.005.001.001.002.00
% Dividends 0.000.000.090.000.000.000.020.020.00
% Yield 0.000.000.500.000.000.000.100.150.00
Capital Gains ($) 0.001.300.000.000.063.271.821.072.00
Expense Ratio 0.001.241.241.241.251.241.241.240.00

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