JOAXX Mutual Fund

JOAXX Mutual Fund (JPMorgan Institutional Tax Free Money Market Fund Agency Class) is managed by J.P. Morgan Asset Management with $98.7M in net assets. JOAXX expense ratio is 0.26%, holding 279 positions across sectors including Financials, Utilities, Industrials. Inception date: 2018-03-01.

JOAXX performance shows a YTD return of 1.36%. The 1-year return is 2.21% and the 5-year return is 2.13%. JOAXX dividend yield stands at 2.19%, paid monthly.

JOAXX top holdings include Connecticut St Hlth & Eductnl (3.0%), New York City Transitional Finance Auth 2.91% 2052-08-01 (2.2%), Arizona Brd Of Rgts St Univ Sy (2.2%), Board Of Regents Of The University Of Texas System 2.350000% 2.35 2056-08-01 (2.0%), New York City Municipal Water Finance Authority 06/15/2041 (2.0%). Go to all JOAXX holdings, JOAXX sectors, or JOAXX dividends.

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