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Jpmorgan Small Cap Equity Fund Class C: (MF: JSECX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:54 PM ET

$12.83 USD

+0.06 (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 Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.04 87
3 months 3.53 70
6 months 5.52 88
1 Year 8.41 92
3 Year 5.68 93
5 Year 1.98 84
10 Year 7.55 93

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -42.56
Bull Market (2/09 - 3/21) 631.27

Load Adjusted Returns as of Jul 31, 2026

1 Year 12.00
5 Year 2.87
10 Year 8.35
Since Inception 9.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.35 16.36 NA NA
2025 -7.17 4.53 -0.40 -0.02
2024 5.23 -4.14 9.46 -1.11
2023 2.31 2.99 -6.07 12.21
2022 -7.57 -14.18 -4.64 10.12
2021 6.88 3.63 -1.49 5.50

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.04-3.389.1911.06-16.7115.1117.6327.45-9.6914.7121.21
% Total Return Rel to Index 3.41-21.60-15.83-15.181.48-13.57-0.77-4.04-5.30-7.089.27
% Total Return Rel to Peer -7.35-10.69-2.73-5.012.80-4.20-1.362.011.08-0.885.26
% Perf Quintile vs Peer* 5.005.004.005.003.004.003.002.003.003.002.00
% Dividends 0.000.120.000.270.000.000.040.010.000.000.10
% Yield 0.000.610.000.380.000.000.090.040.000.000.28
Capital Gains ($) 0.008.155.131.706.1612.481.622.383.382.861.25
Expense Ratio 0.001.771.751.741.751.741.741.731.741.791.79

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