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JPMorgan Investor Conservative Growth I (ONCFX)

12.26
-0.21
(-1.68%)
At close: 8:03:57 PM EDT
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  • Previous Close 12.47
  • YTD Return 1.37%
  • Expense Ratio 0.69%
  • 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 3.59%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.09
  • 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: ONCFX

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Trailing returns as of 4/4/2025. Category is Allocation--30% to 50% Equity.

YTD Return

ONCFX
1.37%
Category
5.91%
 

1-Year Return

ONCFX
5.69%
Category
18.59%
 

3-Year Return

ONCFX
3.32%
Category
8.56%
 

5-Year Return

ONCFX
6.02%
Category
7.44%
 

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Holdings: ONCFX

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Sector Weightings

SectorONCFX
Technology   22.70%
Industrials   11.49%
Healthcare   10.94%
Energy   3.91%
Utilities   2.58%
Real Estate   2.29%

Recent News: ONCFX

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Research Reports: ONCFX

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