OICAX Mutual Fund (JPMorgan Investor Conservative Growth Fund Class A) is managed by J.P. Morgan Asset Management with $2.81B in net assets. OICAX expense ratio is 0.93%, holding 26 positions across sectors including Financials. Inception date: 1996-12-10.

OICAX performance shows a YTD return of 3.55%. The 1-year return is 8.66% and the 5-year return is 3.66%. OICAX dividend yield stands at 3.25%, paid monthly.

OICAX top holdings include Jpmorgan Core Bond Fund, Class R6 (35.4%), Jpmorgan Core Plus Bond Fund, Class R6 (16.3%), Jpmorgan Income Fund, Class R6 (6.7%), JPMorgan International Research Enhanced Equity ETF (4.1%), Jpmorgan Limited Duration Bond ETF (4.0%). View all OICAX holdings, sector breakdown, or dividend history.

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