Back to top
more

Jpmorgan U.s. Equity Fund Class L: (MF: JMUEX)

(NASDAQ Mutual Funds) As of Jun 17, 2026 05:43 PM ET

$28.13 USD

-0.33 (-1.16%)

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

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.98 74
3 months 8.06 44
6 months 5.65 74
1 Year 22.16 56
3 Year 20.26 44
5 Year 12.34 24
10 Year 15.27 24

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 124.34
Bear Market (10/07 - 2/09) -47.98
Bull Market (2/09 - 3/21) 1,293.53

Load Adjusted Returns as of May 31, 2026

1 Year 12.12
5 Year 10.60
10 Year 14.06
Since Inception 11.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.67 NA NA NA
2025 -5.64 11.21 8.58 0.57
2024 11.18 4.29 5.77 1.21
2023 7.65 8.48 -2.81 12.12
2022 -4.54 -16.27 -4.39 6.19
2021 5.43 7.94 0.84 12.12

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.9814.5924.1327.26-18.8628.6926.5432.11-5.9521.5310.85
% Total Return Rel to Index -3.24-3.62-0.891.01-0.660.018.140.62-1.56-0.26-1.08
% Total Return Rel to Peer -2.621.874.734.260.836.636.623.680.900.853.03
% Perf Quintile vs Peer* 4.003.002.002.003.001.002.002.003.003.002.00
% Dividends 0.020.150.160.200.190.150.150.160.170.160.16
% Yield 0.090.500.560.631.060.580.740.861.070.871.00
Capital Gains ($) 0.001.421.410.230.672.221.101.461.791.260.53
Expense Ratio 0.000.540.540.540.540.540.550.550.570.610.61

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