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JPMorgan Investor Conservative Growth A OICAX

Analyst rating as of
NAV / 1-Day Return
13.52  /  0.15 %
Total Assets
4.6 Bil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
Below Average
Longest Manager Tenure
16.17 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.79%
Turnover
21%
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Morningstar’s Analysis

Will OICAX 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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