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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-0.27% 3 years+4.72%
3 months+2.85% 5 years+6.41%
1 year+10.35% Since inception+6.20%
Data through --

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

Performance 5-yr return+6.41%+8.04%
Expense ratio1.28%1.18%
Risk 5 year sharpe ratio1.101.03
Net assets$5.3B$2.8B
Average market cap$33.6B$55.0B
Average P/E18.720.6
Portfolio turnover12%12%

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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 income43.27%
U.S. stock37.11%
International stock13.45%
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 R617.40%
JCPUX JPMorgan Core Plus Bond Fund Class R69.97%
JUEMX JPMorgan U.S. Equity Fund Class R68.95%
JIAPX JPMorgan Intrepid America Fund Class R66.04%
OIEAX JPMorgan International Research Enhanced Equity Fund Select Class5.08%
JHYUX JPMorgan High Yield Fund Class R64.75%
JUSUX JPMorgan Limited Duration Bond Fund Class R64.04%
JEITX JPMorgan Global Research Enhanced Index Fund Select Class Shares3.58%
PGMIX JPMorgan Market Expansion Enhanced Index Fund Select Class3.54%
JPHRX JPMorgan Floating Rate Income Fund Class R63.26%