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JPMorgan Investor Balanced C

OGBCX
14.59
+0.03
+0.21%
8/23/2016
5 Years
  • Previous Close

    14.56

  • Net Assets

    1.18B

  • Yield

    1.12%

  • Front load

    None

  • Expenses

    0.80%

  • Category

    Allocation--50% to 70% Equity

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★
Profile

Name of Issuer

JPMorgan

Fund Style

Open

Fund Manager

Michael Loeffler

Investment Style

Large Blend

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.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA NA
Initial Purchase: AIP 500

Inception

7/1/1997

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