OGIAX Mutual Fund (JPMorgan Investor Balanced Fund Class A) is managed by J.P. Morgan Asset Management with $5.09B in net assets. OGIAX expense ratio is 0.94%, holding 26 positions across sectors including Financials. Inception date: 1996-12-10.

OGIAX performance shows a YTD return of 5.08%. The 1-year return is 11.85% and the 5-year return is 5.49%. OGIAX dividend yield stands at 2.80%, paid quarterly.

OGIAX 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 OGIAX holdings, sector breakdown, or dividend history.

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