Back to top
more

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

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:56 PM ET

$12.20 USD

+0.02 (0.16%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.28 83
3 months 1.92 87
6 months 8.20 81
1 Year 14.92 90
3 Year 7.05 93
5 Year 1.20 83
10 Year 7.89 91

* 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) 618.87

Load Adjusted Returns as of Apr 30, 2026

1 Year 0.61
5 Year 0.51
10 Year 7.13
Since Inception 8.45

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.35 NA 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 6.28-3.389.1911.06-16.7115.1117.6327.45-9.6914.7121.21
% Total Return Rel to Index 1.97-21.60-15.83-15.181.48-13.57-0.77-4.04-5.30-7.089.27
% Total Return Rel to Peer -3.06-10.69-2.73-5.012.80-4.20-1.362.011.08-0.885.26
% 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 0.620.610.000.380.000.000.090.040.000.000.28
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%