JPMorgan Investor Conservative Growth Fund Class A

 (MUTF:OICAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.60%  
1 week
   
-1.68%  
4 week
   
-1.60%  
3 month
   
-4.70%  
YTD
   
-3.47%  
1 year
   
-4.90%  
3 years*   +2.40%
   
5 years*   +3.50%
   
*annualized
Best 3 month return+10.57%  
Worst 3 month return-12.19%  

Morningstar statistics

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

Key statistics

Total assets4.18B 
Front load4.50%  
Deferred load-  
Expense ratio1.14%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash11.10%  
Stocks33.14%  
Bonds54.59%  
Preferred0.10%  
Convertible0.26%  
Other0.82%  

Purchase information

Initial$500  
Additional$50  
IRA Initial$500  
AIP Initial$500  
AIP Additional$50  
11.69-0.07(-0.60%)
Feb 8, 4:00PM EST 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)
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* -0.20 0.87 0.88 0.98
Beta* 0.59 0.64 0.61 0.56
Mean annual return -0.21 0.27 0.34 0.37
R-squared* 95.94 95.71 96.32 94.64
Standard deviation 4.77 4.32 4.84 5.64
Sharpe ratio -0.54 0.73 0.82 0.59
* Against standard index

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