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Jpmorgan Mid Cap Equity Fund Cl C: (MF: JMCCX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 05:53 PM ET
$59.62 USD
+1.29 (2.21%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.26 | 85 |
| 3 months | -0.52 | 78 |
| 6 months | 2.89 | 82 |
| 1 Year | 5.26 | 85 |
| 3 Year | 11.15 | 82 |
| 5 Year | 6.40 | 80 |
| 10 Year | 9.82 | 77 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 4.21 |
| 5 Year | 6.39 |
| 10 Year | 9.82 |
| Since Inception | 11.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.62 | 7.26 | 3.43 | -0.52 |
| 2024 | 9.27 | -4.78 | 7.51 | 1.13 |
| 2023 | 3.03 | 4.97 | -5.02 | 12.24 |
| 2022 | -5.59 | -15.60 | -3.43 | 8.31 |
| 2021 | 7.86 | 6.02 | -1.55 | 5.83 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.26 | 13.13 | 15.30 | -16.66 | 19.15 | 21.73 | 31.88 | -8.96 | 20.33 | 6.45 |
| % Total Return Rel to Index | -12.95 | -11.88 | -10.94 | 1.54 | -9.52 | 3.33 | 0.39 | -4.57 | -1.46 | -5.48 |
| % Total Return Rel to Peer | -7.44 | -6.25 | -7.69 | 3.03 | -2.90 | 1.82 | 3.45 | -2.10 | -0.34 | -1.36 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 4.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 3.61 | 2.59 | 0.00 | 1.17 | 4.60 | 6.22 | 3.93 | 5.14 | 2.85 | 1.37 |
| Expense Ratio | 1.60 | 1.64 | 1.64 | 1.65 | 1.63 | 1.64 | 1.63 | 1.67 | 1.74 | 1.75 |
* 1 = Top 20%, 5 = Bottom 20%