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Jpmorgan Investor Balanced Fund Class A (OGIAX)

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16.30 0.00 0%

01/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Equity

Morningstar Rating:
Total Assets: 4.85B

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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.

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Rating

1-Year Change14.39%

Prev. Close16.3

Risk Rating

TTM Yield2.26%

ROE26.88%

IssuerJPMorgan

Turnover7%

ROA11.91%

Inception Date35409

Total Assets4.85B

Expenses0.57%

Min. Investment500

Market Cap132.67B

CategoryAllocation - - 50% to 70% Equity

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Jpmorgan Investor Balanced Fund Class A Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1119	1054	1216	1137	1439	1864
Fund Return	11.93%	5.42%	21.57%	4.38%	7.56%	6.43%
Place in category	433	455	479	396	385	313
% in Category	56	57	63	59	59	65

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	63.51B	27.39	11.64	17.81
JPMorgan Large Cap Growth Select	24.18B	27.15	11.36	17.50
JPMorgan Equity Income R6	22.78B	15.08	8.94	10.28
JPMorgan US Equity R6	17.27B	22.75	12.52	14.00
JPMorgan Equity Income Select	16.38B	14.87	8.67	10.00

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	109.12B	14.57	6.92	8.44
Vanguard Wellington Admiral	100.41B	13.87	6.17	8.69
American Funds American Balanced R6	54.73B	14.83	7.25	8.77
Vanguard Balanced Index Adm	46.77B	14.11	5.56	8.54
Fidelity Balanced K	8.87B	15.42	7.06	9.95

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	22.89	-	-
JPMorgan Core Plus Bond R6	-	11.28	-	-
JPMorgan US Equity R6	-	8.68	-	-
JPMorgan Large Cap Growth R6	-	5.65	-	-
JPMorgan International Rsrch Enh Eq ETF	-	5.52	-	-

Technical Summary

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

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