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Jpmorgan U.s. Equity Fund - C Share Class: (MF: JUECX)

(NASDAQ Mutual Funds) As of Oct 29, 2025 05:50 PM ET

$27.01 USD

-0.02 (-0.07%)

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 13.19 39
3 months 8.32 18
6 months 20.25 35
1 Year 14.28 45
3 Year 22.99 38
5 Year 15.35 25
10 Year 14.58 27

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 112.84
Bear Market (10/07 - 2/09) -48.53
Bull Market (2/09 - 3/21) 1,030.35

Load Adjusted Returns as of Sep 30, 2025

1 Year 13.14
5 Year 15.35
10 Year 14.59
Since Inception 10.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.87 11.01 8.32 NA
2024 10.95 4.03 5.56 0.96
2023 7.38 8.29 -3.04 11.84
2022 -4.77 -16.45 -4.58 5.92
2021 5.20 7.68 0.63 11.87
2020 -17.26 22.24 9.38 13.39

Annual Return

20252024202320222021202020192018201720162015
% Total Return 13.1923.0326.10-19.5827.5325.4530.87-6.7620.509.90-0.05
% Total Return Rel to Index -1.63-1.98-0.14-1.38-1.147.05-0.61-2.37-1.29-2.02-1.44
% Total Return Rel to Peer 1.903.643.100.115.475.532.440.09-0.172.091.54
% Perf Quintile vs Peer* 0.000.002.003.002.002.003.003.003.003.003.00
% Dividends 0.000.000.040.040.010.010.020.050.030.050.04
% Yield 0.000.000.000.260.020.090.150.370.180.330.27
Capital Gains ($) 0.001.410.230.672.221.101.461.791.260.530.69
Expense Ratio 1.441.441.441.441.441.441.441.441.441.441.45

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