JOCXX Mutual Fund

JOCXX Mutual Fund (JPMorgan Institutional Tax Free Money Market Fund Capital Class) is managed by J.P. Morgan Asset Management with $387.1M in net assets. JOCXX expense ratio is 0.18%, holding 279 positions across sectors including Financials, Utilities, Industrials. Inception date: 2018-03-01.

JOCXX performance shows a YTD return of 1.41%. The 1-year return is 2.30% and the 5-year return is 2.20%. JOCXX dividend yield stands at 2.27%, paid monthly.

JOCXX 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 JOCXX holdings, JOCXX sectors, or JOCXX dividends.

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