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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-0.26% 3 years+4.06%
3 months+0.69% 5 years+7.08%
1 year+2.95% Since inception+6.09%
Data through --

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

Performance 5-yr return+7.08%+9.22%
Expense ratio1.33%1.19%
Risk 5 year sharpe ratio1.211.18
Net assets$5.5B$2.7B
Average market cap$26.0B$52.0B
Average P/E17.919.3
Portfolio turnover12%12%

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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 income42.39%
U.S. stock36.71%
International stock13.54%
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 R617.17%
JCPUX JPMorgan Core Plus Bond Fund Class R610.04%
JUEMX JPMorgan U.S. Equity Fund Class R68.10%
JIAPX JPMorgan Intrepid America Fund Class R65.76%
JHYUX JPMorgan High Yield Fund Class R65.05%
OIEAX JPMorgan International Research Enhanced Equity Fund Select Class5.00%
JUSUX JPMorgan Limited Duration Bond Fund Class R63.95%
PGMIX JPMorgan Market Expansion Enhanced Index Fund Select Class3.94%
JEITX JPMorgan Global Research Enhanced Index Fund Select Class Shares3.36%
JPHRX JPMorgan Floating Rate Income Fund Class R63.26%