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Jpmorgan Small Cap Equity R5: (MF: JSERX)

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

$47.84 USD

+0.25 (0.53%)

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

Zacks Premium Research for JSERX

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

Sell 4
MF Report

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
JPMorgan Small Cap Equity R5 JSERX NA NA 0.00 0.00 0.65 0.80

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
JPMorgan Small Cap Equity Fund A VSEAX 33.26 12/19/1994 0.17 3.14 7.26 1.62
JPMorgan Small Cap Equity Fund Sel VSEIX 46.33 12/20/1994 0.20 3.41 7.53 1.88
JPMorgan Small Cap Equity Fund C JSECX 11.72 6/9/2005 0.62 2.60 6.70 1.10
JPMorgan Small Cap Equity Fund R5 JSERX 47.84 5/15/2006 0.42 3.61 7.74 2.08
JPMorgan Small Cap Equity Fund R2 JSEZX 31.24 11/4/2008 0.00 2.89 7.00 1.38

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
JPMorgan Small Cap Equity R5 JSERX 0 0 0 A

Contact Information

Family J.P. Morgan
Address P.O.Box 8528
Boston, MA 02266
Phone 800 480-4111