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Jpmorgan Small Cap Equity Fund-r4: (MF: JSEQX)

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

$44.21 USD

+0.14 (0.32%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.78 74
3 months 5.25 64
6 months 0.99 91
1 Year 4.21 92
3 Year 5.12 93
5 Year 2.85 74
10 Year NA NA

* 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 -2.64
5 Year 3.12
10 Year NA
Since Inception 7.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.96 4.73 -0.20 0.12
2024 5.45 -3.96 9.65 -0.94
2023 2.51 3.21 -5.92 12.42
2022 -7.41 -14.03 -4.44 10.32
2021 7.07 3.84 -1.30 5.69

Annual Return

2026202520242023202220212020201920182017
% Total Return 4.78-2.6410.0111.90-16.0916.0018.5128.40-9.0115.57
% Total Return Rel to Index 2.95-20.86-15.01-14.342.11-12.680.11-3.08-4.62-6.21
% Total Return Rel to Peer -0.23-9.94-1.91-4.173.42-3.31-0.472.961.76-0.02
% Perf Quintile vs Peer* 4.005.000.005.002.004.003.002.002.003.00
% Dividends 0.000.150.170.420.080.080.210.250.170.27
% Yield 0.000.280.280.240.150.100.290.390.330.44
Capital Gains ($) 0.008.155.131.706.1612.481.622.383.382.86
Expense Ratio 0.000.990.990.990.990.980.980.980.980.00

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