Nasdaq - Delayed Quote USD
JPMorgan Investor Balanced A (OGIAX)
15.28
+0.57
+(3.87%)
At close: 8:04:04 PM EDT
Investment Information
- Min Initial Investment
- 500
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Schwab Institutional
- JPMorgan
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- RBC Wealth Management-Advisory Eligible
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Scottrade TF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD TRANSACTION FEE
- Securities America Inc.
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | JPMorgan |
| Net Assets | 5.37B |
| YTD Return | 0.16% |
| Yield | 2.97% |
| Morningstar Rating | |
| Inception Date | Dec 10, 1996 |
Performance & Risk
| YTD Return | -5.74% |
| 5y Average Return | 7.13% |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
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