JMTCX Mutual Fund

NAV$8.67

Fund Essentials

Net Assets
$981,813.47
Expense Ratio
1.06%
Dividend Yield (Current)
2.85%
Holdings
289
Inception Date
Jun 16, 2008
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+1.45%
1 Year+2.61%
3 Year+0.87%
5 Year-2.03%
10 Year+0.80%

Asset Allocation

Stocks: 0.28%
Bonds: 73.61%
Cash: 26.20%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 289 holdings for JMTCX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
2.85%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how JMTCX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$99/yr
7-day refund. Cancel anytime.
X-ray my whole portfolio
$99/yr Pro · 7-day refund. From MarketXLS, trusted since 2014.

JMTCX Mutual Fund Overview

JMTCX Mutual Fund (JPMorgan Total Return Fund Class C) is managed by J.P. Morgan Asset Management with $981,813.47 in net assets. JMTCX expense ratio is 1.06%, holding 289 positions across various sectors. Inception date: 2008-06-16.

JMTCX performance shows a YTD return of 1.45%. The 1-year return is 2.61% and the 5-year return is -2.03%. JMTCX dividend yield stands at 2.85%, paid monthly.

JMTCX top holdings include a diversified portfolio. View all JMTCX holdings, sector breakdown, or dividend history.

JMTCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JMTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.