JPMorgan Investor Balanced Fund Class C

 (MUTF:OGBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.40%  
1 week   +2.00%
   
4 week
   
-1.92%  
3 month
   
-2.37%  
YTD   +2.45%
   
1 year   +4.73%
   
3 years*   +9.01%
   
5 years*   +7.27%
   
*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 assets5.21B 
Front load-  
Deferred load1.00%  
Expense ratio2.13%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash17.13%  
Stocks51.81%  
Bonds30.55%  
Preferred0.17%  
Convertible0.02%  
Other0.32%  

Purchase information

Initial$500  
Additional$25  
AIP Initial$100  
AIP Additional$100  
14.78-0.06(-0.40%)
Oct 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´┐ŻEramo (Started: Dec 31, 2013)
James Sexton (Started: Dec 31, 2013)
Bala Iyer (Started: Dec 10, 1996)
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* 1.03 0.34 -0.16 -0.55
Beta* 0.91 0.91 0.89 0.84
Mean annual return 0.71 0.91 0.66 0.50
R-squared* 96.17 96.33 97.35 97.35
Standard deviation 5.53 6.72 7.70 8.28
Sharpe ratio 1.54 1.61 1.02 0.53
* Against standard index

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