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JPMorgan Investor Conservative Growth C (OCGCX)
12.08
-0.22
(-1.79%)
At close: 8:03:57 PM EDT
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12.30 - YTD Return 1.28%
- Expense Ratio 1.44%
- Category Allocation--30% to 50% Equity
- Last Cap Gain 4.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating --
- Net Assets 3.94B
- Beta (5Y Monthly) 0.68
- Yield 2.88%
- 5y Average Return --
- Holdings Turnover 8.00%
- Last Dividend 0.07
- Inception Date Jul 31, 2017
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 70% in income securities and 30% in equity securities.
JPMorgan
Fund Family
Allocation--30% to 50% Equity
Fund Category
3.94B
Net Assets
2017-07-31
Inception Date
Performance Overview: OCGCX
View MoreTrailing returns as of 4/4/2025. Category is Allocation--30% to 50% Equity.
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OBOCX JPMorgan Core Bond C
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OICAX JPMorgan Investor Conservative Growth A
12.16
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ONECX JPMorgan Investor Growth & Income C
17.32
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OGGCX JPMorgan Investor Growth C
20.45
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JNBCX JPMorgan Income Builder C
9.36
-3.01%
OINCX JPMorgan Equity Income C
21.11
-5.93%
OGIAX JPMorgan Investor Balanced A
14.96
-2.92%
OBDCX JPMorgan Core Plus Bond C
7.34
0.00%
JSOCX JPMorgan Strategic Income Opports C
11.32
0.00%
ONCFX JPMorgan Investor Conservative Growth I
12.26
-1.68%
ONGIX JPMorgan Investor Growth & Income A
18.10
-3.77%
JGACX JPMorgan Growth Advantage Fund
23.55
-6.14%
OGHCX JPMorgan High Yield C
6.31
-0.94%
FTCCX Franklin Conservative Allocation C
13.08
-2.61%
ONGAX JPMorgan Investor Growth A
23.03
-4.99%
Holdings: OCGCX
View MoreSector Weightings
SectorOCGCX
Technology 22.70%
Financial Services 18.84%
Consumer Cyclical 12.81%
Industrials 11.49%
Healthcare 10.94%
Communication Services 7.12%
Consumer Defensive 4.69%
Energy 3.91%
Basic Materials 2.62%
Utilities 2.58%
Real Estate 2.29%
Recent News: OCGCX
View MoreResearch Reports: OCGCX
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