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Nasdaq - Delayed Quote USD

JPMorgan Investor Balanced A (OGIAX)

15.41
-0.31
(-1.97%)
At close: 8:03:55 PM EDT
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  • Previous Close 15.72
  • YTD Return 2.42%
  • Expense Ratio 0.96%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 5.56B
  • Beta (5Y Monthly) 0.86
  • Yield 2.85%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.07
  • Inception Date Dec 10, 1996

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.

JPMorgan

Fund Family

Allocation--50% to 70% Equity

Fund Category

5.56B

Net Assets

1996-12-10

Inception Date

More about JPMorgan Investor Balanced A

Performance Overview: OGIAX

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Trailing returns as of 4/3/2025. Category is Allocation--50% to 70% Equity.

YTD Return

OGIAX
2.42%
Category
9.69%
 

1-Year Return

OGIAX
10.20%
Category
27.06%
 

3-Year Return

OGIAX
5.08%
Category
11.00%
 

5-Year Return

OGIAX
7.45%
Category
10.26%
 

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PGBOX JPMorgan Core Bond Fund
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OGEAX JPMorgan Equity Index A
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OIEIX JPMorgan Equity Income A
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JNBAX JPMorgan Income Builder A
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OGBCX JPMorgan Investor Balanced C
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OLGAX JPMorgan Large Cap Growth A
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OSGIX JPMorgan Mid Cap Growth A
34.29
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VSEAX JPMorgan Small Cap Equity A
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JSEAX JPMorgan International Equity A
19.69
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VHIAX JPMorgan Growth Advantage A
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ONIAX JPMorgan Core Plus Bond A
7.28
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JUEAX JPMorgan US Equity A
22.40
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OHYAX JPMorgan High Yield A
6.35
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Holdings: OGIAX

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Sector Weightings

SectorOGIAX
Technology   25.66%
Financial Services   17.14%
Consumer Cyclical   12.78%
Industrials   11.20%
Healthcare   10.44%
Communication Services   7.27%
Consumer Defensive   4.30%
Energy   3.92%
Basic Materials   2.54%
Utilities   2.45%
Real Estate   2.30%
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Recent News: OGIAX

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Research Reports: OGIAX

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