JIMIX Mutual Fund

JIMIX Mutual Fund (JPMorgan Short-Intermediate Municipal Bond Fund Class I) is managed by J.P. Morgan Asset Management with $447.4M in net assets. JIMIX expense ratio is 0.25%, holding 374 positions across sectors including Financials, Utilities, Health Care. Inception date: 2009-06-19.

JIMIX performance shows a YTD return of 0.56%. The 1-year return is 2.25% and the 5-year return is 1.01%. JIMIX dividend yield stands at 3.04%, paid monthly.

JIMIX top holdings include Jpmorgan Institutional Tax Free Money Market Fund, Class Im (5.3%), Washington Health Care Facilities Authority, Revenue Bonds, Commonspirit Health, Series 2019b-3 (1.8%), Tampa Bay Water, Series 2001 A, Rb (1.1%), TEXAS ST MUNI GAS ACQUISITION TMGUTL 01/54 ADJUSTABLE VAR (1.0%), North Carolina Hsg Fin Agy Homeownership Rev (1.0%). Go to all JIMIX holdings, JIMIX sectors, or JIMIX dividends.

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