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

(NASDAQ Mutual Funds) As of Jun 5, 2025 08:00 PM ET

$52.67 USD

-0.18 (-0.34%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2025

Total Return %* Percentile Rank Objective
YTD -6.76 61
3 months -12.56 86
6 months -3.14 55
1 Year 2.72 77
3 Year 6.91 67
5 Year 10.02 83
10 Year 10.21 43

* 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 Apr 30, 2025

1 Year -5.72
5 Year 12.75
10 Year 9.92
Since Inception 12.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.20 NA NA NA
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
2020 -15.55 32.47 10.13 20.49

Annual Return

20252024202320222021202020192018201720162015
% Total Return -6.7614.4423.24-27.0110.9248.4639.85-5.0329.660.322.94
% Total Return Rel to Index -1.84-10.58-3.00-8.80-17.7530.068.36-0.637.86-11.611.55
% Total Return Rel to Peer -1.29-4.950.24-7.31-11.1328.5411.421.838.98-7.494.53
% Perf Quintile vs Peer* 0.000.003.004.005.001.001.003.001.005.002.00
% Dividends 0.000.000.000.000.000.050.000.000.000.000.00
% Yield 0.000.000.000.000.000.080.000.000.000.000.00
Capital Gains ($) 0.003.660.000.294.645.452.812.152.140.011.46
Expense Ratio 0.000.770.790.790.790.790.780.780.780.790.78

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