OGBCX Mutual Fund
OGBCX Mutual Fund
OGBCX Mutual Fund
JPMorgan Investor Balanced Fund Class C
OGBCX Mutual Fund Overview
OGBCX Mutual Fund (JPMorgan Investor Balanced Fund Class C) is managed by J.P. Morgan Asset Management with $232.2M in net assets. OGBCX expense ratio is 1.44%, holding 26 positions across sectors including Financials. Inception date: 1997-07-01.
OGBCX performance shows a YTD return of 3.77%. The 1-year return is 9.54% and the 5-year return is 4.58%. OGBCX dividend yield stands at 5.34%, paid quarterly.
OGBCX top holdings include Jpmorgan Core Bond Fund, Class R6 (23.1%), Jpmorgan Core Plus Bond Fund, Class R6 (12.3%), U.S. Equity Fund, Class R6 (8.4%), Jpmorgan Income Fund, Class R6 (5.4%), JPMorgan International Research Enhanced Equity ETF (5.3%). 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.