AJLXX Mutual Fund

AJLXX Mutual Fund

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Fund Essentials - as of Jul 31, 2026

Net Assets
$5.0B
Expense Ratio
0.26%
Dividend Yield (Current)
3.46%
Holdings
508
Inception Date
Feb 22, 2005
Fund Family
J.P. Morgan Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+2.11%
1 Year+3.83%
3 Year+4.61%
5 Year+3.64%
10 Year+2.40%

Asset Allocation

Bonds: 95.22%
Other: 4.78%
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Top Holdings

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TickerNameWeight
-B 09/01/26 2026-09-013.30%
-COMMONWEALTH BANK OF AUSTRALIA MTN RegS 3.79 Aug 26, 20372.03%
-Navigator Fund1.97%
-206481938.Srdlc1.85%
-Us T Bill Zcp 09/15/261.55%
Top 10 Concentration: 16.80%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.46%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

AJLXX Mutual Fund Overview

AJLXX Mutual Fund (JPMorgan Liquid Assets Money Market Fund Class Agency) is managed by J.P. Morgan Asset Management with $5.00B in net assets. AJLXX expense ratio is 0.26%, holding 508 positions across various sectors. Inception date: 2005-02-22.

AJLXX performance shows a YTD return of 2.11%. The 1-year return is 3.83% and the 5-year return is 3.64%. AJLXX dividend yield stands at 3.46%, paid monthly.

AJLXX top holdings include B 09/01/26 2026-09-01 (3.3%), COMMONWEALTH BANK OF AUSTRALIA MTN RegS 3.79 Aug 26, 2037 (2.0%), Navigator Fund (2.0%), 206481938.Srdlc (1.9%), Us T Bill Zcp 09/15/26 (1.6%). Go to all AJLXX holdings, AJLXX sectors, or AJLXX dividends.

AJLXX can be compared against other funds. Use AJLXX overlap to find shared positions, or AJLXX vs another fund for a side-by-side view. AJLXX alternatives are available via the screener, along with tax-loss harvesting opportunities.