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Jpmorgan Us Equity Fund R2: (MF: JUEZX)

(NASDAQ Mutual Funds) As of Dec 24, 2025 05:56 PM ET

$26.64 USD

+0.08 (0.30%)

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 Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 14.31 46
3 months 4.27 45
6 months 15.25 33
1 Year 9.93 46
3 Year 18.64 37
5 Year 13.86 23
10 Year 13.99 26

* 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) 1,089.33

Load Adjusted Returns as of Nov 30, 2025

1 Year 14.58
5 Year 15.64
10 Year 14.87
Since Inception 14.69

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.79 11.04 8.40 NA
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
2020 -17.24 22.40 9.43 13.46

Annual Return

20252024202320222021202020192018201720162015
% Total Return 14.3123.3026.41-19.3627.8725.7831.24-6.5920.7710.190.17
% Total Return Rel to Index -3.19-1.720.16-1.15-0.807.38-0.24-2.20-1.02-1.73-1.21
% Total Return Rel to Peer 1.683.903.410.335.815.862.820.260.092.381.76
% Perf Quintile vs Peer* 0.000.002.003.002.002.003.003.003.003.003.00
% Dividends 0.000.010.080.070.010.050.060.080.060.080.07
% Yield 0.010.060.050.420.070.240.330.530.360.520.47
Capital Gains ($) 0.001.410.230.672.221.101.461.791.260.530.69
Expense Ratio 1.191.191.191.191.191.191.191.211.201.441.20

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