JPMorgan Intermediate Tax Free Bond C
JP Morgan Asset Management 245 Park Avenue
Phone: 800-480-4111
| Category: |
Muni National Interm |
| Fund Family: |
JPMorgan |
| Net Assets: |
155.33M |
| Year-to-Date Return: |
0.38% |
| Yield: |
2.48% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-Dec-03 |
|
Richard D. Taormina
Lead Manager since
28-Feb-06 |
|
| Taormina is a portfolio manager at J.P. Morgan Investment Management, his employer since 1997. He is responsible for managing municipal mutual funds, institutional fixed income accounts and quantitative analysis. Previously, he was a certified financial planner for the Financial Advisory Group, where he was an investment analyst. Prior to joining JPMIM, he was the senior trader at The Vanguard Group of Investment Companies. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$25 |
| Min Subsequent Investment, IRA: |
$25 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks current income. The fund normally invests at least 80% of assets in municipal obligations. It may invest up to 20% of assets in securities that pay interest subject to federal income tax or the federal alternative minimum tax on individuals. |
| Last Dividend
(29-Jan-10):
|
0.02 |
| Last Cap Gain
(15-Dec-09):
|
0.01 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
37.44% |
|
| Expense |
JITCX |
Category
Avg |
| Total Expense Ratio: |
1.44%
|
0.90% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
%
|
3.50% |
| Max Deferred Sales Load: |
1.00%
|
2.34% |
| 3 Yr Expense Projection*: |
$456 |
$460 |
| 5 Yr Expense Projection*: |
$787 |
$693 |
| 10 Yr Expense Projection*: |
$1,724 |
$1,357 |
|
|
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