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Jpmorgan Small Cap Growth Fund R6: (MF: JGSMX)

(NASDAQ Mutual Funds) As of Apr 24, 2026 05:50 PM ET

$25.44 USD

+0.12 (0.47%)

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 Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.75 66
3 months -0.75 66
6 months 0.77 71
1 Year 19.98 44
3 Year 9.37 65
5 Year -2.37 93
10 Year 12.08 10

* 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 Mar 31, 2026

1 Year 19.98
5 Year -2.36
10 Year 12.08
Since Inception 10.45

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.75 NA NA NA
2025 -11.82 10.46 7.77 1.54
2024 11.54 -4.23 3.99 1.74
2023 4.65 8.34 -8.97 10.91
2022 -13.83 -21.78 2.07 -1.33
2021 -1.07 2.13 -5.71 -0.86

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.756.5913.0314.48-32.12-5.5659.9637.83-4.3741.808.33
% Total Return Rel to Index 4.08-11.62-11.98-11.76-13.92-34.2441.566.340.0220.00-3.60
% Total Return Rel to Peer -1.98-0.701.11-1.59-12.60-24.8740.9612.406.4026.20-7.61
% Perf Quintile vs Peer* 4.004.002.004.005.005.001.001.001.001.005.00
% Dividends 0.000.070.190.000.000.000.080.040.000.000.00
% Yield 0.000.310.310.340.000.000.240.200.000.000.00
Capital Gains ($) 0.001.300.000.000.063.271.821.072.011.330.46
Expense Ratio 0.000.740.740.740.740.740.740.740.740.750.75

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