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 279 positions across sectors including Financials, Utilities, Industrials. Inception date: 2018-03-01.

JOIXX performance shows a YTD return of 1.45%. The 1-year return is 2.35% and the 5-year return is 2.06%. JOIXX dividend yield stands at 2.32%, paid monthly.

JOIXX 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 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.