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Jpmorgan U.s. Equity Fund R6: (MF: JUEMX)

(NASDAQ Mutual Funds) As of Oct 9, 2026 06:07 PM ET

$28.97 USD

+0.17 (0.59%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.51 73
3 months 0.42 65
6 months 8.59 56
1 Year 10.91 69
3 Year 17.48 48
5 Year 10.87 28
10 Year 15.10 21

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Aug 31, 2026

1 Year 14.19
5 Year 11.76
10 Year 15.45
Since Inception 14.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.66 13.22 NA NA
2025 -5.60 11.28 8.61 0.55
2024 11.21 4.30 5.82 1.19
2023 7.59 8.59 -2.82 12.16
2022 -4.55 -16.25 -4.36 6.26
2021 5.39 8.00 0.87 12.16

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.5114.7324.2127.35-18.7628.7926.7332.25-5.8621.7110.88
% Total Return Rel to Index -6.29-3.48-0.801.10-0.560.118.330.76-1.46-0.08-1.05
% Total Return Rel to Peer -4.992.024.824.350.936.736.823.831.001.033.06
% Perf Quintile vs Peer* 4.003.002.002.003.001.002.002.003.003.002.00
% Dividends 0.070.170.190.220.210.170.170.170.180.180.17
% Yield 0.250.600.630.731.180.690.840.971.190.991.13
Capital Gains ($) 0.001.421.410.230.672.221.101.461.791.260.53
Expense Ratio 0.000.440.440.440.440.440.440.440.460.500.50

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