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Jpmorgan U.s. Research Enhanced Equity Fund - A Class: (MF: JDEAX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:59 PM ET

$47.39 USD

-0.25 (-0.52%)

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 Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.16 90
3 months 1.73 85
6 months 9.12 67
1 Year 15.18 40
3 Year 20.64 13
5 Year 14.88 14
10 Year 15.38 5

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 103.60
Bear Market (10/07 - 2/09) -50.70
Bull Market (2/09 - 3/21) 1,154.57

Load Adjusted Returns as of Jan 31, 2026

1 Year 9.36
5 Year 13.29
10 Year 13.89
Since Inception 9.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.79 10.77 7.57 2.50
2024 10.86 4.74 5.44 1.50
2023 7.98 9.16 -2.75 11.57
2022 -4.43 -16.23 -4.65 6.96
2021 6.83 8.80 0.01 11.96

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.1616.2724.2927.91-18.3630.1520.3631.10-5.8921.239.33
% Total Return Rel to Index -0.28-1.94-0.721.66-0.151.471.96-0.39-1.49-0.56-2.60
% Total Return Rel to Peer -1.741.218.4512.62-7.575.8112.155.451.673.82-1.98
% Perf Quintile vs Peer* 0.003.001.001.005.001.001.001.003.001.005.00
% Dividends 0.000.300.300.320.280.250.340.340.340.320.27
% Yield 0.580.590.650.750.920.591.001.081.261.091.10
Capital Gains ($) 0.002.242.220.040.454.390.822.692.920.000.00
Expense Ratio 0.000.600.600.600.600.600.600.600.600.690.85

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