ONCFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Investor Conservative Growth I (ONCFX) Ownership - Who owns JPMorgan Investor Conservative Growth I?

The investment seeks income and capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed income and equity securities... Show more

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

ONCFX

Net Assets

3.86B

Fund Existence

over 28 years

Turnover

8.00

Total Expense Ratio

0.69

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

1000000

Morningstar Category

Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.69

Assets in Top Ten Holdings

3.14B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

874M

Fund Type

OpenEnd

Index Fund

Management Fee

0.05

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

28.00

Number of Net Holdings

28.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.37

Weighting Top Ten Holdings

79.99%

Gain YTD

-1.864

Annual Yield % from dividends

3.59

Returns for 1 year

1.42

Returns for 3 years

2.06

Returns for 5 years

15.35

Returns for 10 years

17.94

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details