OGBCX Mutual Fund (JPMorgan Investor Balanced Fund Class C) is managed by J.P. Morgan Asset Management with $227.0M in net assets. OGBCX expense ratio is 1.44%, holding 26 positions across sectors including Unknown, Financials. Inception date: 1997-07-01.

OGBCX performance shows a YTD return of 4.89%. The 1-year return is 11.33% and the 5-year return is 4.96%. OGBCX dividend yield stands at 2.39%, paid quarterly.

OGBCX top holdings include Jpmorgan Core Bond Fund, Class R6 (23.1%), Jpmorgan Core Plus Bond Fund, Class R6 (12.3%), U.S. Equity Fund, Class R6 (8.4%), Jpmorgan Income Fund, Class R6 (5.4%), JPMorgan International Research Enhanced Equity ETF (5.3%). View all OGBCX holdings, sector breakdown, or dividend history.

OGBCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OGBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.