OGBCX Mutual Fund

OGBCX Mutual Fund (JPMorgan Investor Balanced Fund Class C) is managed by J.P. Morgan Asset Management with $219.7M in net assets. OGBCX expense ratio is 1.44%, holding 27 positions across sectors including Financials. Inception date: 1997-07-01.

OGBCX performance shows a YTD return of 5.73%. The 1-year return is 8.83% and the 5-year return is 9.85%. OGBCX dividend yield stands at 5.28%, paid quarterly.

OGBCX top holdings include Jpmorgan Core Bond Fund, Class R6 (23.1%), Jpmorgan Core Plus Bond Fund, Class R6 (11.9%), U.S. Equity Fund, Class R6 (8.4%), Large Cap Growth Fund, Class R6 (5.5%), JPMorgan International Research Enhanced Equity ETF (5.5%). Go to all OGBCX holdings, OGBCX sectors, or OGBCX dividends.

OGBCX can be compared against other funds. Use OGBCX overlap to find shared positions, or OGBCX vs another fund for a side-by-side view. OGBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.