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JTAAX JPMorgan Tax Aware Income Opp A

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Fund JTAAX JPMorgan Tax Aware Income Opp A
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Similarity
?
100%
Annual Fees
?
$76.48
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.98% annual return
$14,359.38
Est. savings over 30 yrs
Return
As of 12/31/16
1 YR RETURN 0.85%
3 YR 0.64%
5 YR 0.97%
10 YR --
Description
The investment seeks total return. The adviser 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.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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