JPMorgan Investor Conservative Growth Fund Class A

 (MUTF:OICAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.08%
   
1 week   +0.32%
   
4 week   +2.68%
   
3 month   +2.35%
   
YTD   +4.37%
   
1 year   +2.52%
   
3 years*   +4.10%
   
5 years*   +4.75%
   
*annualized
Best 3 month return+10.57%  
Worst 3 month return-12.19%  

Morningstar statistics

Morningstar category: Allocation--30% to 50% Equity
  Return Risk Rating
3 years Below Average Low
5 years Below Average Below Average
10 years Average Low
Overall Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets4.28B 
Front load4.50%  
Deferred load-  
Expense ratio1.14%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash10.14%  
Stocks31.03%  
Bonds57.53%  
Preferred0.12%  
Convertible0.24%  
Other0.94%  

Purchase information

Initial$500  
Additional$50  
AIP Initial$500  
AIP Additional$50  
12.57+0.03(0.20%)
Jul 28, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks income and capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed income and equity 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 70% in income securities and 30% in equity securities.
Fund filings (PDF) »
Asset managers:
Michael Loeffler (Started: Jan 1, 2005)
Ove Fladberg (Started: Nov 1, 2010)
Nicholas D’Eramo (Started: Feb 28, 2014)
Pete Klingelhofer (Started: Nov 1, 2015)
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* -0.12 0.68 0.75 1.04
Beta* 0.60 0.62 0.61 0.56
Mean annual return 0.09 0.35 0.37 0.41
R-squared* 98.66 95.97 96.28 94.96
Standard deviation 5.38 4.42 4.91 5.69
Sharpe ratio 0.17 0.94 0.89 0.69
* Against standard index

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