Nasdaq - Delayed Quote USD
JPMorgan Investor Balanced I (OIBFX)
15.23
+0.01
+(0.07%)
At close: 8:04:21 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
- Schwab Institutional
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Commonwealth Universe
- TD Ameritrade Retail
- TD Ameritrade Institutional
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
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 | 0.22% |
| Yield | 3.21% |
| Morningstar Rating | |
| Inception Date | Dec 10, 1996 |
Performance & Risk
| YTD Return | -2.72% |
| 5y Average Return | 7.77% |
| Rank in Category (ytd) | 34 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
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