OIBFX Mutual Fund
NAV$17.60
AUM$416M
TER0.69%
Holdings26
OIBFX Mutual Fund
NAV$17.60
JPMorgan Investor Balanced Fund Class I
AUM$416M
TER0.69%
Holdings26
OIBFX Mutual Fund Performance
OIBFX performance across multiple time periods: 1-month 0.55%, YTD 5.26%, 1-year 12.16%, 3-year 11.17%, 5-year 5.76%, 10-year 7.93%.
OIBFX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.
OIBFX performance comparison shows side-by-side returns with another fund. OIBFX alternatives are available in the Mutual Fund Screener.