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Jpmorgan Mid Cap Growth Fund R2: (MF: JMGZX)

(NASDAQ Mutual Funds) As of Aug 6, 2026 05:56 PM ET

$44.89 USD

-0.21 (-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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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 10.57 41
3 months 17.50 27
6 months 10.57 41
1 Year 11.71 75
3 Year 13.16 75
5 Year 4.15 86
10 Year 13.06 49

* 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 11.70
5 Year 4.15
10 Year 13.06
Since Inception 13.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.89 17.50 NA NA
2025 -9.34 17.89 4.31 -3.16
2024 10.04 -3.76 2.50 4.74
2023 7.57 6.63 -5.52 12.97
2022 -11.91 -20.76 -1.88 5.86
2021 1.16 7.04 -1.68 3.46

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.577.9713.7022.43-27.5010.1647.4238.89-5.7128.78-0.26
% Total Return Rel to Index -5.36-10.24-11.32-3.81-9.29-18.5229.027.40-1.326.99-12.20
% Total Return Rel to Peer -3.09-4.74-5.69-0.56-7.80-11.8927.5010.461.148.10-8.08
% Perf Quintile vs Peer* 4.004.004.003.004.005.001.001.003.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.004.673.660.000.294.645.452.812.152.140.01
Expense Ratio 0.001.401.451.451.471.491.491.481.481.420.79

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