OCGCX Mutual Fund (JPMorgan Investor Conservative Growth Fund Class C) is managed by J.P. Morgan Asset Management with $179.5M in net assets. OCGCX expense ratio is 1.42%, holding 26 positions across sectors including Unknown, Financials. Inception date: 1997-07-01.

OCGCX performance shows a YTD return of 3.31%. The 1-year return is 8.17% and the 5-year return is 3.14%. OCGCX dividend yield stands at 2.59%, paid monthly.

OCGCX 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 OCGCX holdings, sector breakdown, or dividend history.

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