JPMorgan Investor Conservative Growth Fund Class C

 (MUTF:OCGCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.08%  
1 week
   
-0.16%  
4 week   +0.63%
   
3 month   +2.53%
   
YTD   +4.43%
   
1 year   +5.98%
   
3 years*   +4.01%
   
5 years*   +5.16%
   
*annualized
Best 3 month return+10.45%  
Worst 3 month return-12.26%  

Morningstar statistics

Morningstar category: Allocation--30% to 50% Equity
  Return Risk Rating
3 years Average Low
5 years Below Average Below Average
10 years Below Average Low
Overall Below Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets4.34B 
Front load-  
Deferred load1.00%  
Expense ratio1.72%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash9.76%  
Stocks30.18%  
Bonds58.62%  
Preferred0.12%  
Convertible0.23%  
Other1.09%  

Purchase information

Initial$500  
Additional$50  
AIP Initial$500  
AIP Additional$50  
12.52-0.02(-0.16%)
Aug 25, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks income and capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed income and equity securities. 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.
Fund filings (PDF) »
Asset managers:
Michael Loeffler (Started: Jan 1, 2005)
Ove Fladberg (Started: Nov 1, 2010)
Nicholas D’Eramo (Started: Feb 28, 2014)
Pete Klingelhofer (Started: Nov 1, 2015)
Advisor Company:
J.P. Morgan Investment Management Inc
Fund family reports on Morningstar »
100 Wood Street, 245 Park Avenue, New York, NY 10167, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.89 0.19 0.24 0.50
Beta* 0.60 0.62 0.60 0.56
Mean annual return 0.16 0.30 0.36 0.37
R-squared* 98.76 95.77 96.37 95.21
Standard deviation 5.66 4.37 4.88 5.67
Sharpe ratio 0.30 0.81 0.86 0.62
* Against standard index

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