JPMorgan Investor Balanced C
(OGBCX)
US Markets Open
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14.87
+0.09
+0.61%
:

Previous Close

14.78

Net Assets

1.01B

Yield

0.99%

Front load

None

Expenses

0.97%

Category

Moderate Allocation

Morningstar Risk

Low

Morningstar Rating ★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • OGBCX

  • Category

    • 2013

    • 14.04%

    • -

    • 2012

    • 10.55%

    • -

    • 2011

    • -0.77%

    • -

    • 2010

    • 9.40%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 4.76%

      • 7.67%

      • 3.15%

      • Q2

      • -0.01%

      • -2.12%

      • 0.43%

      • Q3

      • 3.60%

      • 4.07%

      • -9.16%

      • Q4

      • 5.09%

      • 0.80%

      • 5.44%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • JPMorgan Core Bond Select

        • 11.81

        • 53,112,295

        • 122,598

        • JPMorgan US Equity Sel

        • 9.39

        • 32,309,390

        • 127,955

        • JPMorgan Core Plus Bond Select

        • 8.91

        • 55,998,503

        • 160,877

        • JPMorgan Intrepid America Sel

        • 6.98

        • 9,485,781

        • 66,824

        • JPMorgan US Large Cap Core Plus Select

        • 4.63

        • 8,016,025

        • 152,942

        • JPMorgan Market Expansion Enh Idx Select

        • 3.56

        • 13,453,205

        • 784,931

        • JPMorgan Large Cap Value Select

        • 3.55

        • 11,221,508

        • 62,171

        • JPMorgan Global Research Enh Idx Select

        • 3.53

        • 9,784,119

        • 0

        • JPMorgan Intrepid Growth Sel

        • 3.41

        • 4,601,723

        • 93,798

        • JPMorgan Multi-Cap Market Neutral Sel

        • 3.08

        • 16,091,887

        • 0

        • Name

        • Rating

        • YTD Return %

          • Columbia Balanced Z

          • ★★★★★
          • 5.69

          • Fidelity® Puritan® K

          • ★★★★★
          • 6.32

          • Fidelity® Balanced K

          • ★★★★★
          • 6.21

          • American Funds American Balanced F2

          • ★★★★★
          • 4.65

          • American Beacon Balanced AMR

          • ★★★★★
          • 5.71

          • VY T. Rowe Price Capital Appreciation A

          • ★★★★★
          • 6.68

          • Villere Balanced Inv

          • ★★★★★
          • -1.10

          • Hennessy Equity and Income Investor

          • ★★★★★
          • 5.17

          • MainStay Income Builder I

          • ★★★★★
          • 5.41

          • T. Rowe Price Capital Appreciation Adv

          • ★★★★★
          • 6.71

          • Name

          • OGBCX

          • Category

            • Expense Ratio

            • 0.97%

            • 0.97%

            • Net Assets

            • 1.01B

            • 706.68M

            • Dividend Yield

            • 2.04%

            • 2.36

            • Price/Book

            • 2.14

            • 2.10

            • Price/Sales

            • 1.22

            • 1.54

            • Price/Cash Flow

            • 7.37

            • 6.05

            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 100
            Front load None
            Back Load None

            Inception

            7/1/1997