JPMorgan Intermediate Tax Free Bd Instl
522 Fifth Avenue,
Phone: 800-480-4111
| Category: | Muni National Interm | | Fund Family: | JPMorgan | | Net Assets: | 821.88M | | Year-to-Date Return: | 3.30% | | Yield: | 3.59% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Sep-01 |
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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: | $3,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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
(23-Jun-09):
| 0.03 | | Last Cap Gain
(28-Nov-06):
| 0.00 | | Annual Holdings Turnover
| 15.00% | | Average for Category:
| 47.46% |
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| Expense | JITIX | Category
Avg | | Total Expense Ratio: | 0.51%
| 0.92% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 3.53% | | Max Deferred Sales Load: | %
| 2.27% | | 3 Yr Expense Projection*: |
$170 | $470 | | 5 Yr Expense Projection*: |
$299 | $702 | | 10 Yr Expense Projection*: |
$674 | $1,373 |
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