JMTIX Mutual Fund

NAV$8.71

Fund Essentials

Net Assets
$2M
Expense Ratio
0.16%
Dividend Yield (Current)
3.77%
Holdings
289
Inception Date
Mar 18, 2014
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+1.84%
1 Year+3.47%
3 Year+1.77%
5 Year-1.16%
10 Year+1.62%

Asset Allocation

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

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
3.77%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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JMTIX Mutual Fund Overview

JMTIX Mutual Fund (JPMorgan Total Return Fund Class R6) is managed by J.P. Morgan Asset Management with $2.0M in net assets. JMTIX expense ratio is 0.16%, holding 289 positions across various sectors. Inception date: 2014-03-18.

JMTIX performance shows a YTD return of 1.84%. The 1-year return is 3.47% and the 5-year return is -1.16%. JMTIX dividend yield stands at 3.77%, paid monthly.

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

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