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JPMorgan Investor Balanced C (OGBCX)
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14.98 - YTD Return 4.74%
- Expense Ratio 0.97%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 11.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 5.4B
- Beta (5Y Monthly) 0.87
- Yield 1.75%
- 5y Average Return --
- Holdings Turnover 8.00%
- Last Dividend 0.05
- Inception Date Dec 10, 1996
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.
JPMorgan
Fund Family
Allocation--50% to 70% Equity
Fund Category
5.4B
Net Assets
1996-12-10
Inception Date
Performance Overview: OGBCX
Trailing returns as of 4/25/2024. Category is Allocation--50% to 70% Equity.
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ONGAX JPMorgan Investor Growth A
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OIBFX JPMorgan Investor Balanced I
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OGHCX JPMorgan High Yield C
6.30
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OLGCX JPMorgan Large Cap Growth C
42.35
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JSOCX JPMorgan Strategic Income Opports C
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Holdings: OGBCX
Top 10 Holdings (75.41% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorOGBCX
Technology 23.93%
Financial Services 15.44%
Healthcare 12.34%
Consumer Cyclical 11.81%
Industrials 11.79%
Communication Services 6.81%
Consumer Defensive 4.96%
Energy 4.65%
Basic Materials 3.22%
Real Estate 2.58%
Utilities 2.47%
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