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JPMorgan Investor Balanced C OGBCX

Analyst rating as of
NAV / 1-Day Return
16.68  /  0.48 %
Total Assets
5.8 Bil
Adj. Expense Ratio
1.470%
Expense Ratio
1.470%
Fee Level
Below Average
Longest Manager Tenure
16.19 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.02%
Turnover
26%
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Morningstar’s Analysis

Will OGBCX outperform in future?

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

Resilient risk-adjusted returns despite churn in the underlying lineup.

Summary

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The J.P. Morgan Investor target-risk series features some standout J.P. Morgan funds, but the underlying lineup continues to settle, and the asset-allocation process lacks a clear edge. The series retains a Neutral Analyst Rating for all share classes.

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