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

(NASDAQ Mutual Funds) As of Oct 30, 2025 05:49 PM ET

$15.67 USD

-0.14 (-0.89%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD -2.18 97
3 months -0.30 95
6 months 2.93 95
1 Year -3.64 98
3 Year 9.30 96
5 Year 7.35 89
10 Year 7.19 95

* 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) 532.25

Load Adjusted Returns as of Sep 30, 2025

1 Year -8.44
5 Year 6.26
10 Year 6.65
Since Inception 9.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.97 3.25 -0.30 NA
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
2020 -28.52 22.39 6.89 17.52

Annual Return

20252024202320222021202020192018201720162015
% Total Return -2.1810.4213.04-19.2323.039.9125.83-11.8616.7211.78-6.16
% Total Return Rel to Index -17.01-14.60-13.20-1.03-5.65-8.49-5.66-7.47-5.07-0.14-7.55
% Total Return Rel to Peer -13.47-8.97-9.950.460.97-10.00-2.59-5.00-3.953.97-4.56
% Perf Quintile vs Peer* 0.000.005.003.003.004.004.005.004.002.005.00
% Dividends 0.000.020.050.000.000.100.080.070.130.110.10
% Yield 0.000.160.180.000.000.510.410.360.520.530.51
Capital Gains ($) 0.000.110.001.804.190.632.034.261.660.001.72
Expense Ratio 1.091.091.101.141.111.141.141.141.141.151.14

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