JPMorgan Municipal Fundamental Relationships

OTBBX -- USA Fund  

USD 9.92  0.01  0.10%

The Drivers Module shows relationships between JPMorgan Municipal's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of JPMorgan Municipal Income B over time as well as its relative position and ranking within its peers. Additionally take a look at Your Equity Center.

JPMorgan Municipal Bond Positions Weight vs. Three Year Return Fundamental Analysis

JPMorgan Municipal Income B is rated below average in three year return among similar funds. It is number one fund in bond positions weight among similar funds creating about  22.55  of Bond Positions Weight per Three Year Return.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
JPMorgan Municipal 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
4.33 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
JPMorgan Municipal 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
97.62 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

JPMorgan Municipal Bond Positions Weight Comparison

  Bond Positions Weight 
      JPMorgan Municipal Comparables 
JPMorgan Municipal is currently under evaluation in bond positions weight among similar funds.

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