JPMorgan Investor Balanced Fund Class C

 (MUTF:OGBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.14%
   
1 week
   
-1.64%  
4 week
   
-1.38%  
3 month
   
-0.39%  
YTD   +0.96%
   
1 year   +2.45%
   
3 years*   +8.51%
   
5 years*   +8.39%
   
*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 assets5.62B 
Front load-  
Deferred load1.00%  
Expense ratio2.02%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash14.49%  
Stocks50.44%  
Bonds33.82%  
Preferred0.16%  
Convertible0.25%  
Other0.84%  

Purchase information

Initial$500  
Additional$50  
AIP Initial$500  
AIP Additional$50  
14.960.00(0.00%)
Jul 2, 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* 2.27 0.61 -0.26 -0.26
Beta* 0.84 0.88 0.89 0.85
Mean annual return 0.43 0.79 0.68 0.49
R-squared* 90.95 92.61 96.38 97.12
Standard deviation 4.91 4.93 7.24 8.25
Sharpe ratio 1.04 1.90 1.12 0.55
* Against standard index

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