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

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$46.25 USD

-0.14 (-0.30%)

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 Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 5.57 59
3 months 10.81 19
6 months 5.57 59
1 Year 13.12 51
3 Year 19.86 9
5 Year 17.21 8
10 Year 13.09 7

* 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) 1,071.38

Load Adjusted Returns as of Jun 30, 2025

1 Year 13.12
5 Year 17.20
10 Year 13.09
Since Inception 9.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.72 10.81 NA 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

Annual Return

20252024202320222021202020192018201720162015
% Total Return 5.5724.6028.23-18.1630.5220.6731.36-5.5921.489.57-2.38
% Total Return Rel to Index -0.62-0.411.980.041.842.26-0.13-1.19-0.31-2.36-3.77
% Total Return Rel to Peer -0.678.7612.94-7.376.1812.465.711.974.07-1.740.83
% Perf Quintile vs Peer* 0.000.001.005.001.001.001.002.001.004.003.00
% Dividends 0.180.410.410.360.340.410.400.410.390.330.24
% Yield 0.380.861.031.150.801.191.281.471.311.311.02
Capital Gains ($) 0.002.220.040.454.390.822.692.920.000.000.97
Expense Ratio 0.000.350.350.350.350.350.350.350.430.600.60

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