JCBCX Mutual Fund

JCBCX Mutual Fund (JPMorgan California Tax Free Bond Fund Class C) is managed by J.P. Morgan Asset Management with $4.4M in net assets. JCBCX expense ratio is 1.05%, holding 267 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2005-02-18.

JCBCX performance shows a YTD return of 0.88%. The 1-year return is 5.04% and the 5-year return is 0.29%. JCBCX dividend yield stands at 2.82%, paid monthly.

JCBCX 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 JCBCX holdings, JCBCX sectors, or JCBCX dividends.

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