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

(NASDAQ Mutual Funds) As of Jun 18, 2026 05:55 PM ET

$26.39 USD

+0.30 (1.15%)

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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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 5.62 77
3 months 7.85 45
6 months 5.19 77
1 Year 21.07 60
3 Year 19.20 51
5 Year 11.34 33
10 Year 14.26 34

* 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) 1,097.56

Load Adjusted Returns as of May 31, 2026

1 Year 10.04
5 Year 9.61
10 Year 13.06
Since Inception 10.58

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.85 NA NA NA
2025 -5.87 11.01 8.32 0.30
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.6213.5423.0326.10-19.5827.5325.4530.87-6.7620.509.90
% Total Return Rel to Index -3.51-4.67-1.98-0.14-1.38-1.147.05-0.61-2.37-1.29-2.02
% Total Return Rel to Peer -2.880.833.643.100.115.475.532.440.09-0.172.09
% Perf Quintile vs Peer* 4.003.002.002.003.002.002.003.003.003.003.00
% Dividends 0.000.000.000.040.040.010.010.020.050.030.05
% Yield 0.000.000.000.000.260.020.090.150.370.180.33
Capital Gains ($) 0.001.421.410.230.672.221.101.461.791.260.53
Expense Ratio 0.001.441.441.441.441.441.441.441.441.441.44

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