AJLXX Mutual Fund

AJLXX Mutual Fund

NAV$1.00

Fund Essentials - as of Feb 27, 2026

Net Assets
$5.0B
Expense Ratio
0.26%
Dividend Yield (Current)
3.52%
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+1.80%
1 Year+3.89%
3 Year+4.50%
5 Year+3.48%
10 Year+2.20%

Asset Allocation

Bonds: 100.00%

Top Holdings

View All →
TickerNameWeight
-Fixed Income 3.66% 03/02/20262.40%
-Treasury Bill 0% Mar 31, 20261.90%
-Treasury Bill Apr 07, 20261.60%
-Nrw Bank 1.25 2049-05-131.50%
-Port Authority Of New York And New Jersey Consolidated Revenue Bonds 8.065015 07/15/20551.40%
Top 10 Concentration: 14.80%Report Date: Feb 27, 2026
Download all 508 holdings for AJLXX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
3.52%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
FundXLS Pro
See how AJLXX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime
From MarketXLS, trusted since 2014.

AJLXX Mutual Fund Overview

AJLXX Mutual Fund (JPMorgan Liquid Assets Money Market Fund Class Agency) is managed by J.P. Morgan Asset Management with $4.97B in net assets. AJLXX expense ratio is 0.26%, holding 508 positions across sectors including Financials. Inception date: 2005-02-22.

AJLXX performance shows a YTD return of 1.80%. The 1-year return is 3.89% and the 5-year return is 3.48%. AJLXX dividend yield stands at 3.52%, paid monthly.

AJLXX top holdings include Fixed Income 3.66% 03/02/2026 (2.4%), Treasury Bill 0% Mar 31, 2026 (1.9%), Treasury Bill Apr 07, 2026 (1.6%), Nrw Bank 1.25 2049-05-13 (1.5%), Port Authority Of New York And New Jersey Consolidated Revenue Bonds 8.065015 07/15/2055 (1.4%). 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.