JCBAX Mutual Fund

JCBAX Mutual Fund (JPMorgan California Tax Free Bond Fund Class A) is managed by J.P. Morgan Asset Management with $101.5M in net assets. JCBAX expense ratio is 0.55%, holding 267 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2001-09-10.

JCBAX performance shows a YTD return of 0.95%. The 1-year return is 5.49% and the 5-year return is 0.77%. JCBAX dividend yield stands at 3.16%, paid monthly.

JCBAX top holdings include Jpmorgan Institutional Tax Free Money Market Fund, Class Im (8.3%), Toll Bridge Rb Series 2024I 3.75% 2059-04-01 (1.9%), California Cmnty Choice Fing A Ccedev 02/55 Adjustable Var 1% 02/01/2055 (1.2%), State Of California Ca Ref-Various Purpose 4.000 Oct 01 41 (1.1%), Los Angeles Ca Los 06/26 Fixed 5 (1.1%). Go to all JCBAX holdings, JCBAX sectors, or JCBAX dividends.

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