OCGCX Mutual Fund
OCGCX Mutual Fund
OCGCX Mutual Fund
JPMorgan Investor Conservative Growth Fund Class C
OCGCX Mutual Fund Overview
OCGCX Mutual Fund (JPMorgan Investor Conservative Growth Fund Class C) is managed by J.P. Morgan Asset Management with $176.3M in net assets. OCGCX expense ratio is 1.42%, holding 26 positions across sectors including Financials. Inception date: 1997-07-01.
OCGCX performance shows a YTD return of 2.19%. The 1-year return is 6.79% and the 5-year return is 2.85%. OCGCX dividend yield stands at 3.75%, 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 Ltd. Duration Bond Etf (4.0%). Go to all OCGCX holdings, OCGCX sectors, or OCGCX dividends.
OCGCX can be compared against other funds. Use OCGCX overlap to find shared positions, or OCGCX vs another fund for a side-by-side view. OCGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.