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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
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+2.55% 3 years+7.11%
3 months+4.81% 5 years+7.81%
1 year+14.39% Since inception+6.39%
Data through --

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

Performance 5-yr return+7.81%+8.03%
Expense ratio1.15%1.16%
Risk 5 year sharpe ratio1.331.18
Net assets$4.9B$3.0B
Average market cap$41.5B$62.3B
Average P/E19.421.3
Portfolio turnover4%4%

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Fund Management and Purchase Info

Fund familyJPMorgan
Fund manager & tenureMichael Loeffler / 12 Years
Minimal initial investment$500.00
Minimum IRA investment--


Fixed income40.18%
U.S. stock37.26%
International stock13.87%
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 R617.37%
JCPUX JPMorgan Core Plus Bond Fund Class R69.87%
JUEMX JPMorgan U.S. Equity Fund Class R69.80%
JIAPX JPMorgan Intrepid America Fund Class R66.81%
JEIQX JPMorgan International Research Enhanced Equity Fund Class R65.54%
JUSUX JPMorgan Limited Duration Bond Fund Class R64.14%
JHYUX JPMorgan High Yield Fund Class R63.88%
JGISX JPMorgan Intrepid Growth Fund Class R63.41%
JEIYX JPMorgan Global Research Enhanced Index Fund Class R63.38%
JLGMX JPMorgan Large Cap Growth Fund Class R63.37%