JPMorgan Tax Aware Income Opportunities Fund

Scorecard
1 / 5 Stars
Lipper
1 1 5 3 1
Zacks Investment Research
---
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 83 Muni National Interm 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 National Interm rankings

See more fund rankings

Performance

The fund has returned 0.86 percent over the past year, and 1.61 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 0.5%
1 Year 0.9%
3 Years (Annualized) 1.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more JTAAX performance

Summary

The investment seeks total return. The fund attempts to achieve a positive total return in diverse market environments over time. It may actively engage in short-term trading to take advantage of opportunities in the municipal market. The fund will invest at least 80% of its assets in municipal securities. It may invest at least 50% of the fund's net assets in securities that, at the time of purchase, are rated investment grade or better or the unrated equivalent. The fund may also invest up to 20% of its assets in a wide variety of taxable debt securities of issuers from the U.S. and other markets, both developed and emerging.

Fees

Fees are Low compared to funds in the same category.
JPMorgan Tax Aware Income Opportunities Fund has an expense ratio of 0.76 percent.

See more JTAAX fees

Risk

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

See more JTAAX risk