All four funds in the JPMorgan Investor target-risk series--JP Morgan Investor Conservative Growth, JP Morgan Investor Balanced, JP Morgan Investor Growth & Income, and JP Morgan Growth--earn Average ratings for People and Process, driving Morningstar Analyst Ratings of Neutral across all share classes.
Will OCGCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OCGCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OCGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OCGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.