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JPMorgan Investor Balanced Fund Class A (OGIAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--50% to 70% equity
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective 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.


1 month-0.07% 3 years+4.57%
3 months+5.51% 5 years+5.56%
1 year-1.83% Since inception+6.02%
Data through --

Peer Comparisonvs. Allocation--50% to 70% equity

Performance 5-yr return+5.56%+5.88%
Expense ratio1.33%1.20%
Risk 5 year sharpe ratio0.700.67
Net assets$5.4B$2.5B
Average market cap$28.8B$47.0B
Average P/E16.017.9
Portfolio turnover10%10%

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Fund Management and Purchase Info

Fund familyJPMorgan
Fund manager & tenureMichael Loeffler / 11 Years
Minimal initial investment$500.00
Minimum IRA investment--


Fixed income39.85%
U.S. stock38.43%
International stock12.65%
Top 5 Sectors
Portfolio weighting
Financial service 16.36%
Industrial materials 13.78%
Energy 11.13%
Consumer goods 10.57%
Healthcare 10.32%
Top 10 Holdings
Portfolio weighting
JCBUX JPMorgan Core Bond Fund Class R616.79%
JCPUX JPMorgan Core Plus Bond Fund Class R69.73%
JUEMX JPMorgan U.S. Equity Fund Class R68.16%
JIAPX JPMorgan Intrepid America Fund Class R65.95%
OIEAX JPMorgan International Research Enhanced Equity Fund Select Class4.84%
JHYUX JPMorgan High Yield Fund Class R64.77%
PGMIX JPMorgan Market Expansion Enhanced Index Fund Select Class3.92%
JUSUX JPMorgan Limited Duration Bond Fund Class R63.71%
JCPRX JPMorgan U.S. Large Cap Core Plus Fund Class R5 Shares3.60%
JPHRX JPMorgan Floating Rate Income Fund Class R63.24%

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