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Jpmorgan U.s. Small Company Fund R2: (MF: JSCZX)

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

$17.08 USD

+0.12 (0.71%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.65 54
3 months 5.91 59
6 months 12.08 29
1 Year 22.57 26
3 Year 11.00 53
5 Year 5.74 51
10 Year 10.13 68

* 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 9.48
5 Year 6.85
10 Year 8.43
Since Inception 10.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.55 8.27 10.52 2.28
2024 9.65 -4.26 6.41 -0.64
2023 2.33 4.91 -5.08 11.61
2022 -5.93 -16.98 -2.69 9.06
2021 15.14 2.87 -2.48 5.29

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.659.4810.9913.74-17.1221.6117.4121.24-12.688.2519.89
% Total Return Rel to Index 4.00-8.73-14.03-12.491.07-7.06-0.98-10.24-8.28-13.547.95
% Total Return Rel to Peer 0.812.18-0.93-2.332.392.30-1.57-4.18-1.90-7.343.94
% Perf Quintile vs Peer* 2.002.000.004.003.003.003.005.004.005.003.00
% Dividends 0.000.000.000.000.000.000.010.000.000.000.00
% Yield 0.000.000.000.000.000.000.060.000.000.000.00
Capital Gains ($) 0.001.431.400.000.855.320.510.011.861.190.00
Expense Ratio 0.001.481.481.491.481.481.481.471.481.501.51

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