Back to top
more

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

(NASDAQ Mutual Funds) As of Nov 6, 2025 05:53 PM ET

$48.48 USD

-0.54 (-1.10%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD 13.43 38
3 months 7.57 20
6 months 19.15 20
1 Year 15.15 23
3 Year 24.49 13
5 Year 16.57 12
10 Year 14.80 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 103.60
Bear Market (10/07 - 2/09) -50.69
Bull Market (2/09 - 3/21) 1,109.89

Load Adjusted Returns as of Sep 30, 2025

1 Year 9.40
5 Year 15.38
10 Year 14.22
Since Inception 9.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.79 10.77 7.57 NA
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
2020 -19.47 21.87 9.18 12.32

Annual Return

20252024202320222021202020192018201720162015
% Total Return 13.4324.2927.91-18.3630.1520.3631.10-5.8921.239.33-2.68
% Total Return Rel to Index -1.39-0.721.66-0.151.471.96-0.39-1.49-0.56-2.60-4.07
% Total Return Rel to Peer 1.418.4512.62-7.575.8112.155.451.673.82-1.980.53
% Perf Quintile vs Peer* 0.000.001.005.001.001.001.003.001.005.003.00
% Dividends 0.230.300.320.280.250.340.340.340.320.270.20
% Yield 0.460.650.800.920.591.001.081.261.091.100.84
Capital Gains ($) 0.002.220.040.454.390.822.692.920.000.000.97
Expense Ratio 0.600.600.600.600.600.600.600.600.690.850.85

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