JPMorgan California Tax Free Bond Fund

Scorecard
2 / 5 Stars
Lipper
4 4 3 4 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

#10 in Muni California Intermediate

U.S. News evaluated 16 Muni California Intermediate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all JPMorgan funds

See full Muni California Intermediate rankings

See more fund rankings

Performance

The fund has returned 0.74 percent over the past year, 5.13 percent over the past three years, 4.73 percent over the past five years, and 3.67 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.4%
1 Year 0.7%
3 Years (Annualized) 5.1%
5 Years (Annualized) 4.7%
10 Years (Annualized) 3.7%

See more JCBAX performance

Summary

The investment seeks to provide high after-tax total return for California residents consistent with moderate risk of capital. The fund normally invests at least 80% of the value of its assets in municipal securities, the income from which is exempt from federal and state personal income taxes for California residents and not subject to the federal alternative minimum tax on individuals. It may invest in debt securities issued by governmental entities, certain issuers identified with the U.S. government and private issuers.

Fees

Fees are Below Average compared to funds in the same category.
JPMorgan California Tax Free Bond Fund has an expense ratio of 0.58 percent.

See more JCBAX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more JCBAX risk