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JPMorgan Investor Conservative Growth A (OICAX)
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12.27 - YTD Return 0.30%
- Expense Ratio 0.44%
- Category Allocation--30% to 50% Equity
- Last Cap Gain 2.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating --
- Net Assets 3.81B
- Beta (5Y Monthly) 0.68
- Yield 2.89%
- 5y Average Return --
- Holdings Turnover 5.00%
- Last Dividend 0.11
- 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 70% in income securities and 30% in equity securities.
JPMorgan
Fund Family
Allocation--30% to 50% Equity
Fund Category
3.81B
Net Assets
1996-12-10
Inception Date
Performance Overview: OICAX
Trailing returns as of 5/31/2024. Category is Allocation--30% to 50% Equity.
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OGIAX JPMorgan Investor Balanced A
15.69
+0.58%
ONGAX JPMorgan Investor Growth A
24.57
+0.61%
ONGIX JPMorgan Investor Growth & Income A
19.02
+0.53%
PGBOX JPMorgan Core Bond Fund
10.04
+0.40%
OGEAX JPMorgan Equity Index A
79.16
+0.82%
JNBAX JPMorgan Income Builder A
9.67
+0.52%
OCGCX JPMorgan Investor Conservative Growth C
12.25
+0.44%
JSEAX JPMorgan International Equity A
19.89
+1.02%
OHYAX JPMorgan High Yield A
6.31
+0.32%
VSEAX JPMorgan Small Cap Equity A
43.27
+1.03%
OIEIX JPMorgan Equity Income A
23.73
+1.67%
ONIAX JPMorgan Core Plus Bond A
7.07
+0.28%
OGLVX JPMorgan Short Duration Bond A
10.65
+0.09%
OSGIX JPMorgan Mid Cap Growth A
39.00
-0.18%
OGGAX JPMorgan Government Bond A
9.32
+0.43%
OLGAX JPMorgan Large Cap Growth A
68.13
-0.13%
Holdings: OICAX
Top 10 Holdings (79.95% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorOICAX
Technology 22.81%
Financial Services 16.24%
Consumer Cyclical 12.22%
Industrials 12.18%
Healthcare 11.90%
Communication Services 6.27%
Consumer Defensive 5.24%
Energy 5.04%
Basic Materials 3.27%
Real Estate 2.54%
Utilities 2.30%
Recent News: OICAX
Research Reports: OICAX
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