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Jpmorgan Small Cap Value A: (MF: PSOAX)

(NASDAQ Mutual Funds) As of Apr 29, 2026 06:11 PM ET

$28.03 USD

-0.37 (-1.30%)

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 Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 3.77 20
3 months 3.77 20
6 months 8.83 9
1 Year 25.45 20
3 Year 12.82 26
5 Year 5.88 28
10 Year 8.56 71

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 126.57
Bear Market (10/07 - 2/09) -51.28
Bull Market (2/09 - 3/21) 649.07

Load Adjusted Returns as of Mar 31, 2026

1 Year 19.18
5 Year 4.80
10 Year 8.01
Since Inception 9.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.77 NA NA NA
2025 -7.40 4.42 10.38 4.87
2024 5.55 -3.90 8.56 -1.27
2023 -0.80 3.49 -3.73 14.11
2022 -3.00 -15.19 -2.83 8.04
2021 22.28 4.90 -2.56 5.86

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.7711.928.7212.77-13.6532.315.7818.86-14.262.8929.86
% Total Return Rel to Index 8.62-6.29-16.29-13.474.553.63-12.61-12.62-9.86-18.9017.92
% Total Return Rel to Peer 2.564.62-3.20-3.305.8613.00-13.20-6.57-3.48-12.7013.91
% Perf Quintile vs Peer* 1.002.004.004.002.001.004.005.004.005.001.00
% Dividends 0.000.210.200.340.210.090.150.240.210.170.15
% Yield 0.000.720.730.740.870.260.570.910.810.530.47
Capital Gains ($) 0.002.361.620.032.034.870.001.343.461.740.02
Expense Ratio 0.001.191.191.221.271.261.251.241.241.241.25

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