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Jpmorgan Investor Balanced Fund Class A (OGIAX)

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15.76 +0.08 +0.51%

03/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 4.85B

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Equity

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OGIAX Overview

Find basic information about the Jpmorgan Investor Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OGIAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change6.2%

Prev. Close15.68

Risk Rating

TTM Yield2.23%

ROE26.87%

IssuerJPMorgan

Turnover7%

ROA11.91%

Inception Date35409

Total Assets4.85B

Expenses0.57%

Min. Investment500

Market Cap130.19B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1133	1028	1181	1133	1418	1836
Fund Return	13.28%	2.79%	18.1%	4.26%	7.24%	6.26%
Place in category	444	415	497	405	382	313
% in Category	62	62	68	58	59	65

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	68.63B	34.70	11.07	17.87
JPMorgan Large Cap Growth Select	26.16B	34.39	10.79	17.56
JPMorgan Equity Income R6	22.17B	22.10	10.32	10.31
JPMorgan US Equity R6	17.88B	29.10	11.71	14.03
JPMorgan Equity Income Select	15.68B	21.82	10.03	10.03

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.44B	16.59	6.58	8.25
Vanguard Wellington Admiral	102.03B	17.05	6.03	8.62
American Funds American Balanced R6	55.48B	16.91	6.91	8.59
Vanguard Balanced Index Adm	47.65B	17.54	5.48	8.44
Fidelity Balanced	38.91B	18.78	6.78	9.81

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	23.27	-	-
JPMorgan Core Plus Bond R6	-	11.44	-	-
JPMorgan US Equity R6	-	8.22	-	-
JPMorgan Large Cap Growth R6	-	5.66	-	-
JPMorgan International Rsrch Enh Eq ETF	-	5.27	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Sell	Buy
Technical Indicators	Strong Sell	Sell	BUY
Summary	Strong Sell	Sell	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan Investor.	15.76	+0.08	+0.51%