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, Consumer Discretionary. Inception date: 2018-03-01.

JOAXX performance shows a YTD return of 1.19%. The 1-year return is 2.24% and the 5-year return is 2.15%. JOAXX dividend yield stands at 2.02%, paid monthly.

JOAXX top holdings include New York City Transitional Finance Auth 2.91% 2052-08-01 (2.7%), Connecticut St Hlth & Eductnl (2.3%), New York City Municipal Water Finance Authority 06/15/2041 (1.9%), Nuveen Enhanced Amt-Free Municredit Opportunities Fund (1.9%), Public Finance Authority 1.95 07/06/2025 (1.8%). 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.