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Jpmorgan Small Cap Equity R5: (MF: JSERX)

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

$50.94 USD

+0.22 (0.43%)

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 36.99 12/19/1994 0.16 8.96 6.20 2.48
JPMorgan Small Cap Equity Fund Sel VSEIX 51.50 12/20/1994 0.19 9.23 6.48 2.75
JPMorgan Small Cap Equity Fund C JSECX 13.05 6/9/2005 0.60 8.41 5.68 1.98
JPMorgan Small Cap Equity Fund R5 JSERX 50.94 5/15/2006 0.40 9.44 6.68 2.95
JPMorgan Small Cap Equity Fund R2 JSEZX 34.76 11/4/2008 0.00 8.69 5.95 2.24

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