JOIXX Mutual Fund

JOIXX Mutual Fund (JPMorgan Institutional Tax Free Money Market Fund Class IM) is managed by J.P. Morgan Asset Management with $889.1M in net assets. JOIXX expense ratio is 0.14%, holding 281 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2018-03-01.

JOIXX performance shows a YTD return of 1.27%. The 1-year return is 2.38% and the 5-year return is 2.25%. JOIXX dividend yield stands at 2.14%, paid monthly.

JOIXX 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 JOIXX holdings, JOIXX sectors, or JOIXX dividends.

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