Back to top
more

Jpmorgan Small Cap Equity Fund R2: (MF: JSEZX)

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

$32.06 USD

+0.17 (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

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.89 91
3 months -9.61 71
6 months 5.24 88
1 Year 2.89 90
3 Year 7.00 94
5 Year 1.38 84
10 Year 6.99 91

* 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) 675.13

Load Adjusted Returns as of Sep 30, 2026

1 Year 2.89
5 Year 1.37
10 Year 6.99
Since Inception 11.17

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.23 16.43 -9.61 NA
2025 -7.09 4.59 -0.31 0.00
2024 5.31 -4.06 9.50 -1.04
2023 2.40 3.05 -6.03 12.28
2022 -7.50 -14.14 -4.58 10.19
2021 6.94 3.71 -1.43 5.56

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.89-3.139.4711.34-16.5015.4017.9227.76-9.4414.9821.51
% Total Return Rel to Index -9.85-21.35-15.54-14.901.70-13.28-0.47-3.72-5.05-6.819.57
% Total Return Rel to Peer -8.63-10.43-2.44-4.733.01-3.91-1.062.321.33-0.615.56
% Perf Quintile vs Peer* 5.005.004.005.003.004.003.002.003.003.002.00
% Dividends 0.000.000.000.270.000.000.040.000.000.010.10
% Yield 0.000.000.000.000.000.000.070.000.000.030.20
Capital Gains ($) 0.008.155.131.706.1612.481.622.383.392.871.25
Expense Ratio 1.491.481.491.491.491.481.491.481.491.531.54

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