Morningstar

JPMorgan Investor Balanced Fund Class A OGIAX

Medalist Rating as of Jul 27, 2026 See JPMorgan Investment Hub

Strategy

The investment seeks high total return consistent with the preservation of capital by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity and fixed income securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 50% in income securities and 50% in equity securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OIBFX	JPMorgan Investor Balanced Fund Class I	Institutional	Open			Dec 10, 1996	$413.29M	0.690%	Below Average	$1M	−$12.01M
OGIAX	JPMorgan Investor Balanced Fund Class A	Front Load	Open			Dec 10, 1996	$4.97B	0.940%	Below Average	$500	−$322.32M
OGBCX	JPMorgan Investor Balanced Fund Class C	Level Load	Open			Jul 1, 1997	$216.87M	1.440%	Below Average	$500	−$32.29M
JFQUX	JPMorgan Investor Balanced Fund Class R6	Retirement, Large	Open			Jul 31, 2017	$64.84M	0.440%	Below Average	$15M	$4.28M

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