JPMorgan Investor Balanced Fund Class A

 (MUTF:OGIAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.15%  
1 week
   
-2.07%  
4 week
   
-3.00%  
3 month
   
-7.39%  
YTD
   
-6.22%  
1 year
   
-7.46%  
3 years*   +3.17%
   
5 years*   +4.17%
   
*annualized
Best 3 month return+15.33%  
Worst 3 month return-18.26%  

Morningstar statistics

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

Key statistics

Total assets5.28B 
Front load4.50%  
Deferred load-  
Expense ratio1.18%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash10.47%  
Stocks52.45%  
Bonds36.06%  
Preferred0.09%  
Convertible0.23%  
Other0.71%  

Purchase information

Initial$500  
Additional$50  
IRA Initial$500  
AIP Initial$500  
AIP Additional$50  
13.29+0.03(0.23%)
Feb 10, 4:00PM EST 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)
Pete Klingelhofer (Started: Nov 1, 2015)
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* 0.41 1.14 0.48 0.38
Beta* 0.95 0.94 0.92 0.86
Mean annual return -0.28 0.38 0.43 0.43
R-squared* 96.54 96.20 96.98 97.42
Standard deviation 7.67 6.39 7.26 8.52
Sharpe ratio -0.45 0.71 0.71 0.47
* Against standard index

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