JPMorgan Investor Balanced Fund Class C

 (MUTF:OGBCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.07%
   
1 week
   
-0.07%  
4 week   +0.47%
   
3 month
   
-0.19%  
YTD   +1.43%
   
1 year   +2.79%
   
3 years*   +8.31%
   
5 years*   +7.67%
   
*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

Cash13.73%  
Stocks50.81%  
Bonds34.12%  
Preferred0.18%  
Convertible0.25%  
Other0.91%  

Purchase information

Initial$500  
Additional$50  
AIP Initial$500  
AIP Additional$50  
15.00+0.01(0.07%)
Jul 31, 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* 2.16 0.59 -0.09 -0.29
Beta* 0.87 0.90 0.89 0.85
Mean annual return 0.21 0.69 0.69 0.48
R-squared* 91.46 93.11 96.48 97.12
Standard deviation 5.13 5.03 7.17 8.27
Sharpe ratio 0.49 1.64 1.15 0.52
* Against standard index

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