JPMorgan Investor Balanced Fund Class C

 (MUTF:OGBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.13%  
1 week   +0.00%  
4 week   +0.20%
   
3 month   +0.73%
   
YTD   +2.70%
   
1 year   +6.43%
   
3 years*   +9.82%
   
5 years*   +8.32%
   
*annualized
Best 3 month return+15.08%  
Worst 3 month return-18.39%  

Morningstar statistics

Morningstar category: Moderate Allocation
  Return Risk Rating
3 years Below Average Low
5 years Below Average Low
10 years Below Average Low
Overall Below Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets5.56B 
Front load-  
Deferred load1.00%  
Expense ratio2.02%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash15.32%  
Stocks50.07%  
Bonds33.35%  
Preferred0.24%  
Convertible0.34%  
Other0.68%  

Purchase information

Initial$500  
Additional$50  
AIP Initial$500  
AIP Additional$50  
15.20-0.02(-0.13%)
May 22, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks high total return consistent with the preservation of capital by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity and fixed income 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 50% in income securities and 50% in equity securities.
Fund filings (PDF) »
Asset managers:
Michael Loeffler (Started: Feb 28, 2005)
Ove Fladberg (Started: Nov 1, 2010)
Nicholas D��Eramo (Started: Feb 28, 2014)
James Sexton (Started: Feb 28, 2014)
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* 1.69 0.61 -0.28 -0.35
Beta* 0.85 0.87 0.89 0.85
Mean annual return 0.49 0.66 0.60 0.50
R-squared* 93.01 94.73 96.84 97.22
Standard deviation 5.02 5.59 7.56 8.26
Sharpe ratio 1.18 1.41 0.94 0.56
* Against standard index

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