Back to top
more

Jpmorgan Mid Cap Equity Fund - R6: (MF: JPPEX)

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

$63.92 USD

+0.17 (0.27%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.74 26
3 months 4.91 32
6 months 5.91 48
1 Year 12.82 58
3 Year 12.46 77
5 Year 7.50 75
10 Year 12.39 57

* 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 Feb 28, 2026

1 Year 6.28
5 Year 7.46
10 Year 10.93
Since Inception 10.07

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.41 7.55 3.68 -0.28
2024 9.55 -4.54 7.77 1.41
2023 3.29 5.25 -4.78 12.52
2022 -5.35 -15.40 -3.16 8.55
2021 8.11 6.30 -1.32 6.10

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.746.2814.2916.47-15.8320.3422.9733.20-8.0321.547.53
% Total Return Rel to Index 0.98-11.93-10.73-9.762.36-8.344.571.71-3.64-0.25-4.39
% Total Return Rel to Peer 0.90-6.42-5.10-6.523.86-1.713.054.77-1.170.86-0.28
% Perf Quintile vs Peer* 2.005.000.004.002.004.003.002.004.003.003.00
% Dividends 0.000.480.430.420.360.220.320.520.350.210.17
% Yield 0.000.700.640.760.690.320.510.940.750.380.37
Capital Gains ($) 0.003.612.590.001.174.606.223.935.142.851.37
Expense Ratio 0.000.600.640.640.650.640.640.630.630.000.00

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