Back to top
more

Jpmorgan Mid Cap Growth Fund R5: (MF: JMGFX)

(NASDAQ Mutual Funds) As of Aug 4, 2026 05:56 PM ET

$54.50 USD

+2.39 (4.59%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.92 39
3 months 17.70 26
6 months 10.92 39
1 Year 12.44 72
3 Year 13.90 72
5 Year 4.84 84
10 Year 13.82 41

* 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 Jun 30, 2026

1 Year 12.44
5 Year 4.84
10 Year 13.82
Since Inception 13.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.75 17.70 NA NA
2025 -9.20 18.08 4.50 -3.00
2024 10.20 -3.59 2.64 4.94
2023 7.72 6.83 -5.38 13.18
2022 -11.77 -20.63 -1.71 6.04
2021 1.33 7.24 -1.52 3.65

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.928.6714.4423.24-27.0110.9248.4639.85-5.0329.660.32
% Total Return Rel to Index -5.09-9.54-10.58-3.00-8.80-17.7530.068.36-0.637.86-11.61
% Total Return Rel to Peer -2.82-4.03-4.950.24-7.31-11.1328.5411.421.838.98-7.49
% Perf Quintile vs Peer* 4.004.004.003.004.005.001.001.003.001.005.00
% Dividends 0.000.000.000.000.000.000.050.000.000.000.00
% Yield 0.000.000.000.000.000.000.080.000.000.000.00
Capital Gains ($) 0.004.673.660.000.294.645.452.812.152.140.01
Expense Ratio 0.000.740.790.790.790.790.790.780.780.780.79

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