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Jpmorgan Intrepid Sustainable Equity Fund - C Class: (MF: JICCX)

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

$72.09 USD

-0.09 (-0.12%)

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 -2.18 76
3 months -1.82 72
6 months 2.65 65
1 Year 12.50 59
3 Year 18.04 44
5 Year 11.10 41
10 Year 13.43 44

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -54.12
Bull Market (2/09 - 3/21) 950.07

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.28
5 Year 12.33
10 Year 13.02
Since Inception 9.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.79 10.26 6.88 2.15
2024 11.03 5.28 4.96 1.58
2023 6.84 7.16 -3.39 12.46
2022 -9.15 -16.01 -4.68 7.55
2021 8.54 7.22 0.34 11.32

Annual Return

20262025202420232022202120202019201820172016
% Total Return -2.1813.4224.6424.39-21.7830.0118.8328.96-5.5020.379.11
% Total Return Rel to Index -1.73-4.79-0.37-1.84-3.571.330.43-2.52-1.10-1.42-2.82
% Total Return Rel to Peer -1.810.715.251.39-2.087.95-1.080.531.36-0.301.29
% Perf Quintile vs Peer* 4.003.000.003.004.001.003.003.003.003.003.00
% Dividends 0.000.000.010.140.180.000.030.210.180.180.13
% Yield 0.000.000.010.000.360.000.060.450.450.410.36
Capital Gains ($) 0.007.450.000.000.002.200.492.652.732.220.00
Expense Ratio 0.001.151.141.141.141.131.321.331.421.581.65

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