• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.27% Nasdaq Down 0.19%

    JPMorgan Investor Balanced A (OGIAX)

    15.18 Down 0.02(0.13%) Aug 4
    Prev Close:15.20
    YTD Return*:1.22%
    Net Assets*:5.56B

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for OGIAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    JPMorgan Core Bond Select14.61N/A
    JPMorgan Core Plus Bond Select9.19N/A
    JPMorgan US Equity Sel8.57N/A
    JPMorgan Intrepid America Sel6.39N/A
    JPMorgan US Large Cap Core Plus Select4.24N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.56B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.41%

    Performance & Risk

    YTD Return:1.22%
    5y Avg Return:8.94%
    Rank in Category (ytd):59
    % Rank in Category (ytd):6.27%
    Beta (3y):0.90
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks high total return consistent with the preservation of capital by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity and fixed income 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 50% in income securities and 50% in equity securities. View More
    Your browser doesn't support canvas
    Submit Feedback