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

(NASDAQ Mutual Funds) As of Jun 5, 2026 05:57 PM ET

$27.89 USD

-0.80 (-2.79%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.50 68
3 months 1.98 71
6 months 1.96 67
1 Year 26.14 53
3 Year 19.53 38
5 Year 11.64 20
10 Year 15.30 19

* 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 Apr 30, 2026

1 Year 12.22
5 Year 10.71
10 Year 14.18
Since Inception 13.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.66 NA 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 2.5014.7324.2127.35-18.7628.7926.7332.25-5.8621.7110.88
% Total Return Rel to Index -3.33-3.48-0.801.10-0.560.118.330.76-1.46-0.08-1.05
% Total Return Rel to Peer -4.002.024.824.350.936.736.823.831.001.033.06
% Perf Quintile vs Peer* 4.003.002.002.003.001.002.002.003.003.002.00
% Dividends 0.030.170.190.220.210.170.170.170.180.180.17
% Yield 0.660.600.700.751.180.690.840.971.190.991.13
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%