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

JOCXX performance shows a YTD return of 1.24%. The 1-year return is 2.32% and the 5-year return is 2.22%. JOCXX dividend yield stands at 2.12%, paid monthly.

JOCXX 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 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.