STMCX : JPMorgan Short-Intermediate Municipal Bond Fund Class C

STMCX is a Bond Market Municipal Bond with HIGH fees.

STMCX

JPMorgan Short-Intermediate Municipal Bond Fund Class C

FI Score

43 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

43% FI Score
  • stmcx
  • Mutual Fund
  • Bond
  • Municipal Bond

JPMorgan Short-Intermediate Municipal Bond Fund Class C

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks as high a level of current income exempt from federal income tax as is consistent with relative stability of principal. The fund normally invests at least 80% of its net assets in municipal bonds, the income from which is exempt from federal income tax. It invests in a portfolio of municipal bonds with an average weighted maturity of one to five years. The fund also invests in municipal mortgage-backed and asset-backed securities, as well as auction rate securities and restricted securities. It may invest a significant portion or all of its assets in municipal mortgage-backed securities at the adviser's discretion.

Largest Holdings

Amount Holding
1.62% VIRGINIA COLLEGE BLDG AUTH VA EDL FACS REV 21ST CENTY COLLEGE & EQUIP PROG
1.50% BAY AREA TOLL AUTH CALIF TOLL BRDG REV 4%
1.28% TRIBOROUGH BRDG & TUNL AUTH NY REVS 0.1%
1.27% WASHINGTON ST HEALTH CARE FACS AUTH REV 5%
1.01% CALIFORNIA ST 5%
0.92% NORTH CAROLINA MED CARE COMMN HEALTH CARE FACS REV 2.55%
0.86% CALIFORNIA HEALTH FACS FING AUTH REV 5%
0.85% IOWA FIN AUTH REV 0.8%
0.85% UNIVERSITY CALIF REVS 5%
0.84% PENNSYLVANIA ST TPK COMMN TPK REV 0.82%
0.82% LOUISVILLE & JEFFERSON CNTY KY METRO GOVT HEALTH SYS REV 5%
0.77% WHITTIER CALIF UN HIGH SCH DIST 5%
0.77% CONNECTICUT ST SPL TAX OBLIG REV 5%
0.75% COLORADO HEALTH FACS AUTH REV 5%
0.74% CALIFORNIA ST 4%
0.72% UNIVERSITY MICH UNIV REVS 4%
0.71% UTAH INFRASTRUCTURE AGY TELECOMMUNICATION REV 5%
0.70% GRAND PKWY TRANSN CORP TEX 5%
0.69% FLORIDA ST BRD ED LOTTERY REV 5%
0.68% MARICOPA CNTY ARIZ INDL DEV AUTH REV 5%
0.67% SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN WASTEWATER REV 2.13%
0.67% CALIFORNIA HEALTH FACS FING AUTH REV 3%
0.66% CALIFORNIA ST DEPT WTR RES CENT VY PROJ REV 0.44%
0.65% MASSACHUSETTS ST DEV FIN AGY REV 0.72%
0.65% LOUISIANA PUB FACS AUTH HOSP REV 0.87%

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