• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down1.54% Nasdaq Down1.52%

    JPMorgan Investor Conservative Growth A (OICAX)

    12.95 Down 0.05(0.38%) Apr 17

    Profile as of Mar 30, 2015Get Profile for:
    JPMorgan Investor Conservative Growth A
    Jpmorgan Trust II245 Park AvenueNew York, NY 10167
    Phone: 800-480-4111
    Fund Overview 
    Category:Conservative Allocation
    Fund Family:JPMorgan
    Net Assets:4.52B
    Year-to-Date Return:1.26%
    Morningstar Rating:3 stars
    Fund Inception Date:Dec 10, 1996
    Morningstar Style Box 
    Conservative Allocation
    [View Category Definition]
    View Top Conservative Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Bala Iyer
    Lead Manager since Dec 10, 1996
    "Bala Iyer| Managing Director Biography Bala Iyer, CFA, joined J.P. Morgan in 1995. He oversees both the research and portfolio management functions of the Quantitative Team. He is the lead portfolio manager. A 21-year industry veteran, Dr. Iyer previously served as portfolio manager and analyst at Zaske, Sarafa & Associates, and was also an assistant professor of finance and economics at Albion College in Michigan. Education B.S., Commerce, Podar College, India M.B.A., Finance and Accounting, Indian Institute of Management Ph.D., Money and Financial Markets, Columbia University Experience Industry Experience, 24 Years Firm Experience, 16 Years Fund Experience, 15 Years"
    Investment Information 
    Min Initial Investment:500
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:500
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    OICAX can be purchased from 118 brokerages.

    Fund Summary 
    The investment seeks income and capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed income and equity securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 70% in income securities and 30% in equity securities.

    Fund Operations 
    Last Dividend (Mar 30, 2015) : 0.01
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Apr 15, 2015) : 20.00%
    Average for Category:44.15%
    Fees & Expenses 
    ExpenseOICAXCategory Avg
    Annual Report Expense Ratio (net):0.41%0.81%
    Prospectus Net Expense Ratio:1.23%N/A
    Prospectus Gross Expense Ratio:1.50%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:4.50%4.84%
    Max Deferred Sales Load: N/A2.24%
    3 Yr Expense Projection*:877579
    5 Yr Expense Projection*:1,207919
    10 Yr Expense Projection*:2,1381,839
    * Per $10,000 invested