JPMorgan Investor Conservative Growth Fund Class A

 (MUTF:OICAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.39%  
1 week   +0.39%
   
4 week   +0.03%
   
3 month   +1.74%
   
YTD   +0.31%
   
1 year   +6.51%
   
3 years*   +6.55%
   
5 years*   +6.41%
   
*annualized
Best 3 month return+10.57%  
Worst 3 month return-12.19%  

Morningstar statistics

Morningstar category: Conservative Allocation
  Return Risk Rating
3 years Below 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 assets4.40B 
Front load4.50%  
Deferred load-  
Expense ratio1.23%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash17.29%  
Stocks33.12%  
Bonds48.65%  
Preferred0.18%  
Convertible0.27%  
Other0.50%  

Purchase information

Initial$500  
Additional$25  
IRA Initial$500  
AIP Initial$100  
AIP Additional$100  
12.76-0.03(-0.23%)
Jan 28, 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´┐ŻEramo (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* 1.79 1.14 1.31 0.75
Beta* 0.64 0.61 0.57 0.55
Mean annual return 0.41 0.61 0.53 0.43
R-squared* 96.79 94.08 95.34 93.73
Standard deviation 3.78 4.07 4.96 5.47
Sharpe ratio 1.30 1.78 1.26 0.67
* Against standard index

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