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Jpmorgan Smid Cap Equity Fund Class C: (MF: ODMCX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:52 PM ET

$10.48 USD

+0.05 (0.48%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.29 53
3 months 2.58 64
6 months 4.24 73
1 Year 5.93 80
3 Year 5.22 95
5 Year 1.96 91
10 Year 6.15 96

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 118.19
Bear Market (10/07 - 2/09) -52.05
Bull Market (2/09 - 3/21) 511.63

Load Adjusted Returns as of Jul 31, 2026

1 Year 8.93
5 Year 3.10
10 Year 6.94
Since Inception 7.18

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.51 14.42 NA NA
2025 -5.09 3.16 -0.46 -0.89
2024 6.33 -4.84 10.37 -1.59
2023 2.67 4.98 -5.05 9.84
2022 -7.26 -14.29 -5.37 6.89
2021 7.05 5.04 0.55 8.30

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.28-3.429.8912.41-19.6122.469.3325.15-12.2716.0411.06
% Total Return Rel to Index 1.33-21.64-15.12-13.83-1.40-6.21-9.06-6.33-7.88-5.74-0.86
% Total Return Rel to Peer 1.57-16.13-9.49-10.580.080.40-10.57-3.27-5.41-4.633.25
% Perf Quintile vs Peer* 2.005.005.005.003.004.004.005.005.004.002.00
% Dividends 0.000.000.000.010.000.000.030.020.020.010.04
% Yield 0.000.000.000.000.000.000.190.150.150.040.24
Capital Gains ($) 0.001.110.110.001.804.190.632.034.261.660.00
Expense Ratio 0.001.601.591.611.641.601.641.641.641.741.79

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