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Jpmorgan Equity Index Fund - R6: (MF: OGFAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:56 PM ET

$98.66 USD

+0.12 (0.12%)

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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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.67 85
3 months 0.72 83
6 months 7.09 71
1 Year 18.81 25
3 Year 21.75 10
5 Year 14.13 13
10 Year NA NA

* 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 Feb 28, 2026

1 Year 17.81
5 Year 14.36
10 Year NA
Since Inception 15.12

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.28 10.92 8.11 2.63
2024 10.53 4.27 5.88 2.40
2023 7.47 8.73 -3.28 11.68
2022 -4.60 -16.11 -4.92 7.56
2021 6.18 8.53 0.55 11.01

Annual Return

2026202520242023202220212020201920182017
% Total Return 0.6717.8124.9726.22-18.1628.6518.4231.43-4.4521.80
% Total Return Rel to Index 0.00-0.40-0.04-0.010.03-0.020.02-0.05-0.060.01
% Total Return Rel to Peer -1.452.769.1310.94-7.374.3110.215.793.104.39
% Perf Quintile vs Peer* 5.002.000.001.005.001.001.001.002.001.00
% Dividends 0.001.121.091.040.950.870.970.970.740.68
% Yield 0.001.041.171.491.571.141.621.881.821.56
Capital Gains ($) 0.000.160.000.000.010.930.000.090.140.38
Expense Ratio 0.000.040.040.050.050.040.040.040.140.05

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