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Jpmorgan Investor Balanced Fund Class I (OIBFX)

US Funds

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16.17 +0.03 +0.19%

07:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Equity

Morningstar Rating:
Total Assets: 379.89M

General
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OIBFX Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan Investor Balanced Select (OIBFX) fund. Our JPMorgan Investor Balanced Select portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	5.61	5.65	0.04
Stocks	48.68	48.68	0.00
Bonds	45.45	45.85	0.40
Convertible	0.05	0.05	0.00
Preferred	0.10	0.10	0.00
Other	0.11	0.12	0.01

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.82	18.72
Price to Book	2.93	3.25
Price to Sales	2.02	2.25
Price to Cash Flow	12.42	12.63
Dividend Yield	1.86	1.95
5 Years Earnings Growth	10.66	11.08

Sector Allocation

Name	Net %	Category Average
Technology	25.36	24.20
Financial Services	17.04	15.48
Consumer Cyclical	12.57	10.13
Industrials	11.41	10.24
Healthcare	10.72	12.71
Communication Services	7.07	7.47
Consumer Defensive	4.35	6.07
Energy	3.98	4.90
Utilities	2.59	3.24
Basic Materials	2.57	3.23
Real Estate	2.35	4.36

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 26

Number of short holdings: 1

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	-	-
JPMorgan International Rsrch Enh Eq ETF	-	5.20	-	-
JPMorgan US Research Enhanced Equity R6	-	4.83	-	-
JPMorgan U.S. GARP Equity R6	-	4.06	-	-
JPMorgan Large Cap Value R6	-	3.65	-	-
JPMorgan Value Advantage R6	-	2.99	-	-

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	69.87B	3.25	15.74	18.31
JPMorgan Large Cap Growth Select	27.03B	3.21	15.45	18.00
JPMorgan Equity Income R6	22.93B	5.00	7.11	10.26
JPMorgan US Equity R6	18.17B	2.16	11.60	14.10
JPMorgan Equity Income Select	16.16B	4.98	6.85	9.98

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