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Morningstar

JPMorgan Investor Balanced C OGBCX

Morningstar Medalist Rating
Medalist Rating as of | See JPMorgan Investment Hub
  • NAV / 1-Day Return 14.15  /  0.71 %
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.460%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.40%
  • Turnover 8%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 11:16 PM GMT+0

Morningstar’s Analysis OGBCX

Will OGBCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OGBCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OGBCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of OGBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

These four funds are well designed for comfortable ownership, not for dramatic outperformance.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

An attentive team and reasonable resources are the foundation for this target-risk series—JP Morgan Investor Conservative Growth, JP Morgan Investor Balanced, JP Morgan Investor Growth & Income, and JP Morgan Growth—which should prove easy to hold but unlikely outperform long-term, driving an overall Morningstar Analyst Rating of Neutral.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings OGBCX

More OGBCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 26
  • % Assets in Top 10 Holdings 73.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Core Bond R6

22.49
1,165,999,035
—

JPMorgan Core Plus Bond R6

11.18
579,815,217
—

JPMorgan US Equity R6

8.78
455,364,458
—

JPMorgan Large Cap Growth R6

5.75
298,154,683
—

JPMorgan International Rsrch Enh Eq ETF

5.63
292,034,402
—

JPMorgan Income R6

5.24
271,591,288
—

JPMorgan US Research Enhanced Equity R6

4.68
242,491,348
—

JPMorgan Limited Duration Bd R6

3.55
183,885,545
—

JPMorgan U.S. GARP Equity R6

3.45
178,843,665
—

JPMorgan Market Expansion Enh Eq ETF

3.17
164,486,315
—