Dow Down 0.05% Nasdaq Down 0.08%

JPMorgan Investor Balanced A (OGIAX)

14.19 Down 0.02(0.14%) May 23
Prev Close:14.21
YTD Return*:1.37%
Net Assets*:5.44B
Yield*:1.64%

* As of 30-Apr-16

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

Headlines

  • No Headlines available for OGIAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPMorgan Core Bond R616.79N/A
JPMorgan Core Plus Bond R69.73N/A
JPMorgan US Equity R68.16N/A
JPMorgan Intrepid America R65.95N/A
JPMorgan International Rsrch Enh Eq Sel4.84N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:5.44B
Category:Allocation--50% to 70% Equity
Annual Report Expense Ratio (net):0.34%

Performance & Risk

YTD Return:1.37%
5y Avg Return:5.13%
Rank in Category (ytd):68
% Rank in Category (ytd):7.13%
Beta (3y):0.92
Morningstar Risk Rating:2

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
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