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Jpmorgan U.s. Research Enhanced Equity Fund - I Class: (MF: JDESX)

(NASDAQ Mutual Funds) As of May 20, 2026 05:46 PM ET

$51.47 USD

+0.53 (1.04%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.92 69
3 months 3.67 43
6 months 5.53 80
1 Year 29.74 27
3 Year 21.12 17
5 Year 13.06 11
10 Year 15.34 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 106.65
Bear Market (10/07 - 2/09) -50.49
Bull Market (2/09 - 3/21) 1,256.86

Load Adjusted Returns as of Apr 30, 2026

1 Year 16.44
5 Year 12.10
10 Year 14.27
Since Inception 9.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.81 NA NA NA
2025 -4.72 10.81 7.62 2.56
2024 10.92 4.84 5.50 1.55
2023 8.04 9.23 -2.67 11.63
2022 -4.37 -16.16 -4.63 7.04
2021 6.91 8.89 0.04 12.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9216.5524.6028.23-18.1630.5220.6731.36-5.5921.489.57
% Total Return Rel to Index -0.48-1.66-0.411.980.041.842.26-0.13-1.19-0.31-2.36
% Total Return Rel to Peer -4.321.498.7612.94-7.376.1812.465.711.974.07-1.74
% Perf Quintile vs Peer* 5.003.001.001.005.001.001.001.002.001.004.00
% Dividends 0.070.400.410.410.360.340.410.400.410.390.33
% Yield 0.770.760.860.971.150.801.191.281.471.311.31
Capital Gains ($) 0.002.242.220.040.454.390.822.692.920.000.00
Expense Ratio 0.000.350.350.350.350.350.350.350.350.430.60

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