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 $409.7M in net assets. OIBFX expense ratio is 0.69%, holding 26 positions across sectors including Financials. Inception date: 1996-12-10.
OIBFX performance shows a YTD return of 3.89%. The 1-year return is 4.99% and the 5-year return is 5.00%. OIBFX dividend yield stands at 6.12%, paid quarterly.
OIBFX top holdings include Jpmorgan Core Bond Fund, Class R6 (23.3%), Jpmorgan Core Plus Bond Fund, Class R6 (12.0%), U.S. Equity Fund, Class R6 (8.5%), JPMorgan International Research Enhanced Equity ETF (5.5%), Large Cap Growth Fund, Class R6 (5.3%). 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.