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Jpmorgan Investor Balanced Fund Class A (OGIAX)

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16.15 +0.04 +0.25%

14/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Equity

Morningstar Rating:
Total Assets: 4.93B

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Jpmorgan Investor Balanced Fund Class A Overview

Find basic information about the Jpmorgan Investor Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OGIAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4812C18843)

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Rating

1-Year Change5.9%

Prev. Close16.11

Risk Rating

TTM Yield2.86%

ROE26.69%

IssuerJPMorgan

Turnover7%

ROA11.75%

Inception Date35409

Total Assets4.93B

Expenses0.57%

Min. Investment500

Market Cap132.67B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1020	1023	1121	1137	1382	1847
Fund Return	2.04%	2.29%	12.11%	4.37%	6.69%	6.33%
Place in category	564	550	497	394	394	317
% in Category	71	73	70	58	61	65

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	70.55B	3.25	15.74	18.31
JPMorgan Large Cap Growth Select	27.44B	3.21	15.45	18.00
JPMorgan Equity Income R6	22.88B	5.00	7.11	10.26
JPMorgan US Equity R6	18.29B	2.16	11.60	14.10
JPMorgan Equity Income Select	16.11B	4.98	6.85	9.98

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	113.66B	2.88	7.03	8.59
Vanguard Wellington Admiral	100.34B	2.27	6.17	8.84
American Funds American Balanced R6	57.07B	2.94	7.37	8.93
Vanguard Balanced Index Adm	47.01B	2.10	6.18	8.47
Fidelity Balanced	42.26B	1.89	7.25	9.92

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	23.47	-	-
JPMorgan Core Plus Bond R6	-	11.56	-	-
JPMorgan US Equity R6	-	7.97	-	-
JPMorgan Large Cap Growth R6	-	6.00	-	-
JPMorgan Income R6	-	5.33	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Sell	Strong Buy
Summary	Strong Buy	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan Investor.	16.15	+0.04	+0.25%