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Jpmorgan Investor Balanced Fund Class C (OGBCX)

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16.13 +0.03 +0.19%

02/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 239.01M

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OGBCX Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan Investor Balanced C (OGBCX) fund. Our JPMorgan Investor Balanced C portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.90	4.91	0.01
Shares	49.55	49.55	0.00
Bonds	45.28	45.72	0.44
Convertible	0.05	0.05	0.00
Preferred	0.09	0.09	0.00
Other	0.12	0.13	0.01

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.64	18.53
Price to Book	3.06	3.22
Price to Sales	2.15	2.20
Price to Cash Flow	12.76	12.19
Dividend Yield	1.78	1.94
5 Years Earnings Growth	10.74	11.02

Sector Allocation

Name	Net %	Category Average
Technology	25.66	23.94
Financial Services	17.14	15.90
Consumer Cyclical	12.78	9.98
Industrials	11.20	10.17
Healthcare	10.44	12.98
Communication Services	7.27	7.51
Consumer Defensive	4.30	6.08
Energy	3.92	4.94
Basic Materials	2.54	3.18
Utilities	2.45	3.22
Real Estate	2.30	3.40

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 27

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	23.06	-	-
JPMorgan Core Plus Bond R6	-	11.39	-	-
JPMorgan US Equity R6	-	8.00	-	-
JPMorgan Large Cap Growth R6	-	6.12	-	-
JPMorgan International Rsrch Enh Eq ETF	-	5.40	-	-
JPMorgan Income R6	-	5.29	-	-
JPMorgan US Research Enhanced Equity R6	-	4.79	-	-
JPMorgan U.S. GARP Equity R6	-	4.09	-	-
JPMorgan Large Cap Value R6	-	3.77	-	-
JPMorgan Equity Income R6	-	3.09	-	-

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	71.48B	0.30	19.54	17.00
JPMorgan Large Cap Growth Select	29.41B	0.19	19.24	16.70
JPMorgan Equity Income R6	22.28B	2.30	6.83	9.54
JPMorgan US Equity R6	18.1B	-0.51	13.83	13.03
JPMorgan Equity Income Select	15.62B	2.24	6.58	9.25

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