Jpmorgan Tax Aware Fund Quote

TXRIX Fund  USD 9.47  0.01  0.11%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Jpmorgan Tax is trading at 9.47 as of the 29th of November 2024; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 9.46. Jpmorgan Tax has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Jpmorgan Tax Aware are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2023 and ending today, the 29th of November 2024. Click here to learn more.
The fund is designed to protect after-tax return by, under normal circumstances, primarily investing in a portfolio of municipal obligations whose interest payments are excluded from federal income taxes. Because of the limited supply of inflation-protected municipal securities, the fund seeks to synthetically create inflation protection by investing in a combination of conventional municipal securities and inflation-linked derivatives such as Non-Seasonally Adjusted Consumer Price Index for all Urban Consumers swaps.. More on Jpmorgan Tax Aware

JPMORGAN Mutual Fund Highlights

Fund ConcentrationJPMorgan Funds, Large Funds, Muni National Interm Funds, Muni National Interm, JPMorgan (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Jpmorgan Tax Aware [TXRIX] is traded in USA and was established 29th of November 2024. Jpmorgan Tax is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Muni National Interm category and is part of JPMorgan family. This fund at this time has accumulated 557.34 M in assets with minimum initial investment of 1000 K. Jpmorgan Tax Aware is currently producing year-to-date (YTD) return of 3.12% with the current yeild of 0.0%, while the total return for the last 3 years was 0.72%.
Check Jpmorgan Tax Probability Of Bankruptcy

Instrument Allocation

Top Jpmorgan Tax Aware Mutual Fund Constituents

JOIXXJpmorgan Trust IvMoney Market FundUS Money Market Fund
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Jpmorgan Tax Aware Risk Profiles

Jpmorgan Tax Against Markets

Other Information on Investing in JPMORGAN Mutual Fund

Jpmorgan Tax financial ratios help investors to determine whether JPMORGAN Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in JPMORGAN with respect to the benefits of owning Jpmorgan Tax security.
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