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JPMorgan Investor Conservative Growth C (OCGCX)
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12.03 - YTD Return 2.67%
- Expense Ratio 0.69%
- Category Allocation--30% to 50% Equity
- Last Cap Gain 2.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating --
- Net Assets 3.93B
- Beta (5Y Monthly) 0.67
- Yield 2.30%
- 5y Average Return --
- Holdings Turnover 5.00%
- Last Dividend 0.06
- 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 70% in income securities and 30% in equity securities.
JPMorgan
Fund Family
Allocation--30% to 50% Equity
Fund Category
3.93B
Net Assets
1996-12-10
Inception Date
Performance Overview: OCGCX
Trailing returns as of 4/25/2024. Category is Allocation--30% to 50% Equity.
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JGACX JPMorgan Growth Advantage C
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ONGAX JPMorgan Investor Growth A
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OLGCX JPMorgan Large Cap Growth C
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Holdings: OCGCX
Top 10 Holdings (80.19% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorOCGCX
Technology 23.15%
Financial Services 16.04%
Healthcare 12.39%
Industrials 11.90%
Consumer Cyclical 11.68%
Communication Services 6.58%
Consumer Defensive 5.33%
Energy 4.69%
Basic Materials 3.24%
Real Estate 2.58%
Utilities 2.41%
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