OGIAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Investor Balanced A (OGIAX) Ownership - Who owns JPMorgan Investor Balanced A?

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

OGIAX

Net Assets

5.21B

Fund Existence

over 28 years

Turnover

7.00

Total Expense Ratio

0.96

Front Load

4.50%

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

0.96

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

4.59B

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

74.98%

Gain YTD

-2.596

Annual Yield % from dividends

2.97

Returns for 1 year

2.16

Returns for 3 years

5.43

Returns for 5 years

23.37

Returns for 10 years

19.75

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details