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

(NASDAQ Mutual Funds) As of Dec 19, 2025 06:11 PM ET

$47.92 USD

+0.44 (0.93%)

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
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1-Strong Buy 1

View All Zacks Mutual Fund Rank #1's

Zacks Mutual Funds Categories Large Cap Blend

Latest Performance as of Nov 30, 2025

	Total Return %*	Percentile Rank Objective
YTD	16.30	38
3 months	5.59	26
6 months	16.05	19
1 Year	13.01	29
3 Year	20.41	10
5 Year	15.58	9
10 Year	14.52	4

* 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)	1,190.29

Load Adjusted Returns as of Nov 30, 2025

1 Year	15.39
5 Year	16.86
10 Year	15.09
Since Inception	9.56

Quarterly Return

	1st Qtr.	2nd Qtr.	3rd Qtr.	4th Qtr.
2025	-4.72	10.81	7.62	NA
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
2020	-19.41	21.98	9.22	12.39

Chart for Jpmorgan U.s. Research Enhanced Equity Fund - I Class JDESX

Zacks Premium Research for JDESX

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

Strong Buy 1

MF Report

Annual Return

	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
% Total Return	16.29	24.60	28.23	-18.16	30.52	20.67	31.36	-5.59	21.48	9.57	-2.38
% Total Return Rel to Index	-1.20	-0.41	1.98	0.04	1.84	2.26	-0.13	-1.19	-0.31	-2.36	-3.77
% Total Return Rel to Peer	1.88	8.76	12.94	-7.37	6.18	12.46	5.71	1.97	4.07	-1.74	0.83
% Perf Quintile vs Peer*	0.00	0.00	1.00	5.00	1.00	1.00	1.00	2.00	1.00	4.00	3.00
% Dividends	0.30	0.41	0.41	0.36	0.34	0.41	0.40	0.41	0.39	0.33	0.24
% Yield	0.56	0.86	1.04	1.15	0.80	1.19	1.28	1.47	1.31	1.31	1.02
Capital Gains ($)	0.00	2.22	0.04	0.45	4.39	0.82	2.69	2.92	0.00	0.00	0.97
Expense Ratio	0.35	0.35	0.35	0.35	0.35	0.35	0.35	0.35	0.43	0.60	0.60

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