OIBFX Mutual Fund
OIBFX Mutual Fund
OIBFX Mutual Fund
JPMorgan Investor Balanced Fund Class I
OIBFX Mutual Fund Overview
OIBFX Mutual Fund (JPMorgan Investor Balanced Fund Class I) is managed by J.P. Morgan Asset Management with $414.6M in net assets. OIBFX expense ratio is 0.69%, holding 27 positions across sectors including Financials. Inception date: 1996-12-10.
OIBFX performance shows a YTD return of 5.44%. The 1-year return is 9.63% and the 5-year return is 5.38%. OIBFX dividend yield stands at 5.84%, paid quarterly.
OIBFX 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 OIBFX holdings, OIBFX sectors, or OIBFX dividends.
OIBFX can be compared against other funds. Use OIBFX overlap to find shared positions, or OIBFX vs another fund for a side-by-side view. OIBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.