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JPMorgan Investor Balanced Fund Class A (OGIAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Moderate allocation
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-0.20% 3 years+7.18%
3 months+1.95% 5 years+6.92%
1 year-0.18% Since inception+6.20%
Data through --

Peer Comparisonvs. Moderate allocation

Performance 5-yr return+6.92%+7.33%
Expense ratio1.33%1.25%
Risk 5 year sharpe ratio0.960.94
Net assets$5.6B$2.7B
Average market cap$29.5B$45.3B
Average P/E16.918.0
Portfolio turnover10%10%

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Fund Management and Purchase Info

Fund familyJPMorgan
Fund manager & tenureMichael Loeffler / 10 Years
Minimal initial investment$500.00
Minimum IRA investment$500.00


U.S. stock38.38%
Fixed income38.26%
International stock12.91%
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
WOBDX JPMorgan Core Bond Fund Select Class16.29%
HLIPX JPMorgan Core Plus Bond Fund Select Class9.59%
JUESX JPMorgan U.S. Equity Fund Select Class8.27%
JPIAX JPMorgan Intrepid America Fund Select Class6.23%
OIEAX JPMorgan International Research Enhanced Equity Fund Select Class4.39%
JLPSX JPMorgan U.S. Large Cap Core Plus Fund Select Class Shares4.01%
PGMIX JPMorgan Market Expansion Enhanced Index Fund Select Class3.73%
HLGFX JPMorgan Limited Duration Bond Fund Select Class3.48%
JPGSX JPMorgan Intrepid Growth Fund Select Class3.44%
JEITX JPMorgan Global Research Enhanced Index Fund Select Class Shares3.28%

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