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Jpmorgan U.s. Equity Fund Class L: (MF: JMUEX)

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

$26.45 USD

-0.23 (-0.86%)

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 Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.52 65
3 months -0.03 65
6 months 6.02 62
1 Year 12.83 38
3 Year 19.62 33
5 Year 13.88 19
10 Year 15.70 17

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 124.34
Bear Market (10/07 - 2/09) -47.98
Bull Market (2/09 - 3/21) 1,221.70

Load Adjusted Returns as of Jan 31, 2026

1 Year 14.59
5 Year 13.57
10 Year 14.88
Since Inception 11.78

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.64 11.21 8.58 0.57
2024 11.18 4.29 5.77 1.21
2023 7.65 8.48 -2.81 12.12
2022 -4.54 -16.27 -4.39 6.19
2021 5.43 7.94 0.84 12.12

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.5114.5924.1327.26-18.8628.6926.5432.11-5.9521.5310.85
% Total Return Rel to Index 0.00-3.62-0.891.01-0.660.018.140.62-1.56-0.26-1.08
% Total Return Rel to Peer 0.001.874.734.260.836.636.623.680.900.853.03
% Perf Quintile vs Peer* 0.000.000.002.003.001.002.002.003.003.002.00
% Dividends 0.000.150.160.200.190.150.150.160.170.160.16
% Yield NA0.500.600.631.060.580.740.861.070.871.00
Capital Gains ($) 0.001.421.410.230.672.221.101.461.791.260.53
Expense Ratio 0.000.540.540.540.540.540.550.550.570.610.61

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