JPMorgan Intermediate Tax Free Bond Sel
JP Morgan Asset Management 245 Park Avenue
Phone: 800-480-4111
| Category: |
Muni National Interm |
| Fund Family: |
JPMorgan |
| Net Assets: |
3.65B |
| Year-to-Date Return: |
0.45% |
| Yield: |
3.22% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-Dec-96 |
|
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: |
$1,000,000 |
| Min Initial Investment, IRA: |
$1,000,000 |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| 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):
|
0.03 |
| Last Cap Gain
(15-Dec-09):
|
0.01 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
37.44% |
|
| Expense |
VSITX |
Category
Avg |
| Total Expense Ratio: |
0.60%
|
0.90% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
3.50% |
| Max Deferred Sales Load: |
%
|
2.34% |
| 3 Yr Expense Projection*: |
$212 |
$460 |
| 5 Yr Expense Projection*: |
$375 |
$693 |
| 10 Yr Expense Projection*: |
$850 |
$1,357 |
|
|
Help
Profile
