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Jpmorgan U.s. Research Enhanced Equity Fund - R6 Class: (MF: JDEUX)

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

$49.14 USD

-0.55 (-1.11%)

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 Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD 13.71 35
3 months 7.66 19
6 months 19.33 19
1 Year 15.54 21
3 Year 24.92 9
5 Year 16.98 10
10 Year 15.23 3

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 109.39
Bear Market (10/07 - 2/09) -50.31
Bull Market (2/09 - 3/21) 1,196.62

Load Adjusted Returns as of Sep 30, 2025

1 Year 15.54
5 Year 16.98
10 Year 15.23
Since Inception 9.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.70 10.83 7.66 NA
2024 10.96 4.85 5.54 1.60
2023 8.05 9.24 -2.65 11.65
2022 -4.36 -16.14 -4.58 7.08
2021 6.92 8.93 0.07 12.07
2020 -19.40 21.99 9.26 12.43

Annual Return

20252024202320222021202020192018201720162015
% Total Return 13.7124.7628.29-18.0530.6220.7831.53-5.5121.639.84-2.15
% Total Return Rel to Index -1.11-0.252.040.151.942.380.04-1.12-0.16-2.09-3.54
% Total Return Rel to Peer 1.688.9213.00-7.266.2812.575.892.044.22-1.471.06
% Perf Quintile vs Peer* 0.000.001.005.001.001.001.002.001.004.003.00
% Dividends 0.330.450.440.390.380.430.430.430.410.380.31
% Yield 0.640.941.121.250.881.271.371.561.391.531.29
Capital Gains ($) 0.002.220.040.454.390.822.692.920.000.000.97
Expense Ratio 0.250.250.250.250.250.250.250.250.280.340.35

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