OIBFX Mutual Fund

OIBFX Mutual Fund (JPMorgan Investor Balanced Fund Class I) is managed by J.P. Morgan Asset Management with $423.6M 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 4.24%. The 1-year return is 10.40% and the 5-year return is 5.39%. OIBFX dividend yield stands at 5.91%, paid quarterly.

OIBFX 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 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.