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Jpmorgan Mid Cap Equity Fund I Class: (MF: VSNGX)

(NASDAQ Mutual Funds) As of Oct 28, 2026 05:58 PM ET

$69.43 USD

+0.09 (0.13%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.92 77
3 months -5.66 84
6 months 5.21 87
1 Year 4.56 78
3 Year 12.56 82
5 Year 5.58 79
10 Year 10.61 68

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 142.57
Bear Market (10/07 - 2/09) -49.82
Bull Market (2/09 - 3/21) 963.30

Load Adjusted Returns as of Sep 30, 2026

1 Year 4.56
5 Year 5.57
10 Year 10.60
Since Inception 10.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.28 11.53 -5.66 NA
2025 -4.47 7.48 3.62 -0.33
2024 9.48 -4.60 7.71 1.34
2023 3.22 5.18 -4.85 12.44
2022 -5.43 -15.43 -3.25 8.52
2021 8.07 6.23 -1.37 6.03

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.916.0314.0016.16-16.0320.0622.6332.90-8.2921.347.35
% Total Return Rel to Index -7.82-12.18-11.01-10.082.16-8.614.231.41-3.90-0.45-4.57
% Total Return Rel to Peer -4.39-6.67-5.38-6.833.66-1.992.714.47-1.430.66-0.46
% Perf Quintile vs Peer* 3.005.004.004.002.004.003.002.004.003.003.00
% Dividends 0.000.280.270.280.230.090.210.400.230.090.12
% Yield 0.390.400.390.440.440.130.320.700.470.160.25
Capital Gains ($) 0.003.612.590.001.174.606.223.935.142.851.37
Expense Ratio 0.840.850.890.890.900.890.890.880.890.890.90

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