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Nasdaq - Delayed Quote USD

JPMorgan Investor Balanced I (OIBFX)

15.33
+0.57
+(3.86%)
At close: 8:04:04 PM EDT
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  • Previous Close 14.76
  • YTD Return 0.22%
  • Expense Ratio 0.71%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 5.37B
  • Beta (5Y Monthly) 0.87
  • Yield 3.21%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.08
  • 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

5.37B

Net Assets

1996-12-10

Inception Date

More about JPMorgan Investor Balanced I

Performance Overview: OIBFX

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Trailing returns as of 4/7/2025. Category is Allocation--50% to 70% Equity.

YTD Return

OIBFX
0.22%
Category
9.69%
 

1-Year Return

OIBFX
5.63%
Category
27.06%
 

3-Year Return

OIBFX
4.61%
Category
11.00%
 

5-Year Return

OIBFX
9.30%
Category
10.26%
 

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Holdings: OIBFX

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Sector Weightings

SectorOIBFX
Technology   23.91%
Financial Services   17.93%
Consumer Cyclical   13.06%
Industrials   11.12%
Healthcare   10.82%
Communication Services   7.57%
Consumer Defensive   4.50%
Energy   3.80%
Utilities   2.49%
Basic Materials   2.46%
Real Estate   2.35%
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Recent News: OIBFX

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Research Reports: OIBFX

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