JPMorgan Tax Aware Real Return SMA Fund

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

#57 in Muni National Interm

U.S. News evaluated 82 Muni National Interm Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -1.71 percent over the past year, 2.94 percent over the past three years, and 4.35 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.2%
1 Year -1.7%
3 Years (Annualized) 2.9%
5 Years (Annualized) 4.4%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize after-tax inflation protected return. The fund is designed to protect after-tax return by, under normal circumstances, primarily investing in a portfolio of municipal obligations whose interest payments are excluded from federal income taxes. The fund is also designed to maximize inflation-protected return, which means maximizing the "real return." Real Return is the total return of a security less the actual rate of inflation.