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Jpmorgan Investor Balanced Fund Class A (OGIAX)

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15.67 +0.03 +0.19%

12/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 4.75B

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Equity

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OGIAX Overview

Find basic information about the Jpmorgan Investor Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OGIAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4812C18843)

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Technical Chart

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Rating

1-Year Change0.06%

Prev. Close15.64

Risk Rating

TTM Yield2.85%

ROE26.69%

IssuerJPMorgan

Turnover7%

ROA11.75%

Inception Date35409

Total Assets4.75B

Expenses0.57%

Min. Investment500

Market Cap132.67B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1024	997	1102	1160	1433	1802
Fund Return	2.42%	-0.26%	10.2%	5.08%	7.45%	6.06%
Place in category	367	297	467	402	429	304
% in Category	46	39	64	59	67	63

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	62.23B	-0.18	15.79	17.17
JPMorgan Large Cap Growth Select	24.45B	3.21	15.45	18.00
JPMorgan Equity Income R6	21.75B	6.25	7.98	9.90
JPMorgan US Equity R6	16.65B	0.40	11.65	13.23
JPMorgan Equity Income Select	16.15B	6.20	7.71	9.61

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	108.39B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.03	7.26	8.46
American Funds American Balanced R6	54.22B	2.71	7.83	8.52
Vanguard Balanced Index Adm	46.71B	1.75	6.77	8.12
Fidelity Balanced K	42.26B	1.39	7.80	9.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	23.47	-	-
JPMorgan Core Plus Bond R6	-	11.56	-	-
JPMorgan US Equity R6	-	7.97	-	-
JPMorgan Large Cap Growth R6	-	6.00	-	-
JPMorgan Income R6	-	5.33	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Sell	Buy
Technical Indicators	Strong Sell	Strong Sell	BUY
Summary	Strong Sell	Strong Sell	Buy

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