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Jpmorgan Small Cap Equity R5: (MF: JSERX)

(NASDAQ Mutual Funds) As of Feb 13, 2026 05:52 PM ET

$47.57 USD

+0.24 (0.51%)

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

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

Strong Sell 5
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 34.84 12/19/1994 NA -2.08 4.12 3.75
JPMorgan Small Cap Equity Fund Sel VSEIX 48.45 12/20/1994 NA -1.85 4.38 4.03
JPMorgan Small Cap Equity Fund C JSECX 12.32 6/9/2005 NA -2.63 3.57 3.23
JPMorgan Small Cap Equity Fund R5 JSERX 47.57 5/15/2006 NA -1.65 4.58 4.22
JPMorgan Small Cap Equity Fund R2 JSEZX 32.78 11/4/2008 NA -2.32 3.86 3.51

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