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Jpmorgan Smid Cap Equity Fund Class A: (MF: PECAX)

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

$16.44 USD

+0.08 (0.49%)

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 8.66 50
3 months 2.73 63
6 months 4.52 70
1 Year 6.46 78
3 Year 5.77 94
5 Year 2.47 89
10 Year 6.70 96

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 126.61
Bear Market (10/07 - 2/09) -51.71
Bull Market (2/09 - 3/21) 574.73

Load Adjusted Returns as of Jul 31, 2026

1 Year 5.12
5 Year 2.56
10 Year 6.94
Since Inception 9.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.28 14.50 NA NA
2025 -4.97 3.25 -0.30 -0.80
2024 6.37 -4.68 10.54 -1.48
2023 2.84 5.09 -4.91 10.00
2022 -7.16 -14.16 -5.23 6.94
2021 7.15 5.17 0.66 8.44

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.66-2.9710.4213.04-19.2323.039.9125.83-11.8616.7211.78
% Total Return Rel to Index 1.68-21.19-14.60-13.20-1.03-5.65-8.49-5.66-7.47-5.07-0.14
% Total Return Rel to Peer 1.92-15.68-8.97-9.950.460.97-10.00-2.59-5.00-3.953.97
% Perf Quintile vs Peer* 2.005.005.005.003.003.004.004.005.004.002.00
% Dividends 0.000.020.020.050.000.000.100.080.070.130.11
% Yield 0.000.150.160.150.000.000.510.410.360.520.53
Capital Gains ($) 0.001.110.110.001.804.190.632.034.261.660.00
Expense Ratio 0.001.101.091.101.141.111.141.141.141.141.15

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