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JPMorgan Investor Balanced C OGBCX

Analyst rating as of
NAV / 1-Day Return
14.26  /  0.71 %
Total Assets
5.2 Bil
Adj. Expense Ratio
1.470%
Expense Ratio
1.470%
Fee Level
Below Average
Longest Manager Tenure
17.34 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.29%
Turnover
6%

Morningstar’s Analysis

Will OGBCX outperform in future?

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

This fund-of-funds suite achieves solid risk-adjusted returns by design.

Senior Analyst

Summary

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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.

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