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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
JPMorgan Investor Balanced A 16.30 0.00 0%

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


Performance

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Condition

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%

Frequency

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Status

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 Rating 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 Rating 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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