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Jpmorgan Small Cap Growth Fund C: (MF: OSGCX)

(NASDAQ Mutual Funds) As of Sep 11, 2026 05:47 PM ET

$10.84 USD

+0.08 (0.74%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 17.67 48
3 months -2.37 88
6 months 12.55 25
1 Year 22.68 40
3 Year 12.21 72
5 Year 0.11 89
10 Year 11.14 27

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 139.60
Bear Market (10/07 - 2/09) -53.28
Bull Market (2/09 - 3/21) 924.26

Load Adjusted Returns as of Aug 31, 2026

1 Year 37.06
5 Year 1.23
10 Year 13.13
Since Inception 8.83

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.95 28.31 NA NA
2025 -12.05 10.22 7.54 1.29
2024 11.29 -4.53 3.71 1.48
2023 4.34 8.09 -9.25 10.68
2022 -14.08 -21.98 1.85 -1.53
2021 -1.27 1.84 -5.90 -1.11

Annual Return

20262025202420232022202120202019201820172016
% Total Return 17.675.5911.8313.29-32.77-6.4458.3436.41-5.2840.347.25
% Total Return Rel to Index 9.54-12.62-13.18-12.95-14.57-35.1339.934.92-0.8918.54-4.68
% Total Return Rel to Peer 2.98-1.71-0.08-2.78-13.25-25.7639.3410.985.4824.74-8.69
% Perf Quintile vs Peer* 2.004.003.004.005.005.001.001.002.001.005.00
% Dividends 0.000.000.070.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.300.000.000.063.271.821.072.011.330.46
Expense Ratio 0.001.741.741.741.751.731.741.741.741.741.75

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