Back to top
more

Jpmorgan Us Equity Fund R2: (MF: JUEZX)

(NASDAQ Mutual Funds) As of Oct 2, 2026 05:59 PM ET

$27.80 USD

+0.20 (0.72%)

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

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 6.01 76
3 months 0.25 66
6 months 8.18 60
1 Year 10.09 72
3 Year 16.60 54
5 Year 10.04 37
10 Year 14.25 32

* 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) 1,155.65

Load Adjusted Returns as of Aug 31, 2026

1 Year 13.33
5 Year 10.92
10 Year 14.59
Since Inception 14.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.79 12.94 NA NA
2025 -5.79 11.04 8.40 0.38
2024 10.97 4.13 5.60 1.03
2023 7.40 8.37 -2.98 11.94
2022 -4.69 -16.45 -4.48 6.02
2021 5.26 7.81 0.65 11.93

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.0013.8423.3026.41-19.3627.8725.7831.24-6.5920.7710.19
% Total Return Rel to Index -6.71-4.37-1.720.16-1.15-0.807.38-0.24-2.20-1.02-1.73
% Total Return Rel to Peer -5.411.133.903.410.335.815.862.820.260.092.38
% Perf Quintile vs Peer* 4.003.002.002.003.002.002.003.003.003.003.00
% Dividends 0.000.010.010.080.070.010.050.060.080.060.08
% Yield 0.000.030.010.010.420.070.240.330.530.360.52
Capital Gains ($) 0.001.421.410.230.672.221.101.461.791.260.53
Expense Ratio 0.001.191.191.191.191.191.191.191.211.201.44

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