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Jpmorgan Smid Cap Equity Fund Class R6: (MF: WOOSX)

(NASDAQ Mutual Funds) As of Apr 1, 2026 05:59 PM ET

$16.55 USD

+0.09 (0.55%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.45 32
3 months 5.35 30
6 months 0.14 78
1 Year 3.21 91
3 Year 5.80 96
5 Year 4.37 85
10 Year 8.29 95

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year -2.47
5 Year 4.30
10 Year 7.24
Since Inception 6.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.87 3.41 -0.22 -0.64
2024 6.52 -4.56 10.68 -1.36
2023 2.94 5.19 -4.75 10.11
2022 -7.07 -14.07 -5.09 7.11
2021 7.27 5.30 0.83 8.59

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.45-2.4710.9813.57-18.8223.6910.4326.43-11.4117.2812.36
% Total Return Rel to Index 2.59-20.69-14.03-12.67-0.61-4.98-7.96-5.05-7.01-4.510.43
% Total Return Rel to Peer 2.51-15.18-8.40-9.420.871.63-9.47-1.98-4.55-3.394.54
% Perf Quintile vs Peer* 1.005.000.004.003.003.004.004.005.004.002.00
% Dividends 0.000.100.110.120.070.000.190.170.190.240.19
% Yield 0.000.590.580.590.400.000.920.820.910.930.88
Capital Gains ($) 0.001.110.110.001.804.190.632.034.261.650.00
Expense Ratio 0.000.600.590.600.640.600.640.640.640.000.00

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