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 $165.5M in net assets. OCGCX expense ratio is 1.42%, holding 27 positions across sectors including Financials. Inception date: 1997-07-01.
OCGCX performance shows a YTD return of 2.95%. The 1-year return is 5.89% and the 5-year return is 2.80%. OCGCX dividend yield stands at 4.02%, paid monthly.
OCGCX top holdings include Jpmorgan Core Bond Fund, Class R6 (35.1%), Jpmorgan Core Plus Bond Fund, Class R6 (15.9%), Jpmorgan Income Fund, Class R6 (6.5%), JPMorgan International Research Enhanced Equity ETF (4.3%), U.S. Equity Fund, Class R6 (4.1%). 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.