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 281 positions across sectors including Financials, Industrials, Health Care. Inception date: 2018-03-01.

JOAXX performance shows a YTD return of 1.02%. The 1-year return is 2.24% and the 5-year return is 2.06%. JOAXX dividend yield stands at 2.03%, paid monthly.

JOAXX top holdings include East Baton Rouge Parish La Incindl Dev 08/01/2035 (2.4%), Future Tax Secured Sub Bonds Fiscal 2023 Series A2 3.800000% (2.2%), County Of St. Lucie, Power And Light Co., Project 3.49999944% 09/01/2028 (2.1%), New York City Municipal Water Finance Authority 06/15/2041 (1.8%), Nuveen Enhanced Amt-free Municipal Credit Opportunities Fund Vrdp Vrdo 1.0% (1.7%). View all JOAXX holdings, sector breakdown, or dividend history.

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