OGBCX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Investor Balanced C (OGBCX) Ownership - Who owns JPMorgan Investor Balanced C?

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... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

OGBCX

Net Assets

5.33B

Fund Existence

almost 28 years

Turnover

7.00

Total Expense Ratio

1.46

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

500

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.46

Assets in Top Ten Holdings

4.02B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

231M

Fund Type

OpenEnd

Index Fund

Management Fee

0.05

Modified Duration

N/A

No Load Fund

Number of Long Holdings

27.00

Number of Net Holdings

27.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.39

Weighting Top Ten Holdings

75.18%

Gain YTD

-0.357

Annual Yield % from dividends

2.52

Returns for 1 year

3.80

Returns for 3 years

7.47

Returns for 5 years

20.32

Returns for 10 years

16.39

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details