JPMorgan Intm Tax Free Bd Instl
JPMorgan Distribution Services, Inc. 1111 Polaris Parkway Columbus, OH 43240
Phone: 800-480-4111
| Category: |
Muni National Interm |
| Fund Family: |
JP Morgan |
| Net Assets: |
528.63M |
| Year-to-Date Return: |
3.95% |
| Yield: |
3.85% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
10-Sep-01 |
|
David Sivinski
Lead Manager since
30-Jun-05 |
|
| Sivinski is currently a portfolio manager with J.P. Morgan Investment Management. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$3,000,000 |
| Min Initial Investment, IRA: |
$3,000,000 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| 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 AMT-subject securities. The average dollar-weighted maturity typically ranges between three and 10 years. The fund is nondiversified. |
| Last Dividend
(31-Dec-07):
|
0.03 |
| Last Cap Gain
(28-Nov-06):
|
0.00 |
| Annual Holdings Turnover
|
19.00% |
| Average for Category:
|
40.67% |
|
| Expense |
JITIX |
Category
Avg |
| Total Expense Ratio: |
0.50%
|
0.94% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
3.57% |
| Max Deferred Sales Load: |
0.00%
|
2.47% |
| 3 Yr Expense Projection*: |
$169 |
$479 |
| 5 Yr Expense Projection*: |
$298 |
$724 |
| 10 Yr Expense Projection*: |
$673 |
$1,413 |
|
|
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