OICAX Mutual Fund
OICAX Mutual Fund
OICAX Mutual Fund
JPMorgan Investor Conservative Growth Fund Class A
OICAX Mutual Fund Overview
OICAX Mutual Fund (JPMorgan Investor Conservative Growth Fund Class A) is managed by J.P. Morgan Asset Management with $2.72B in net assets. OICAX expense ratio is 0.93%, holding 27 positions across sectors including Financials. Inception date: 1996-12-10.
OICAX performance shows a YTD return of 3.28%. The 1-year return is 6.39% and the 5-year return is 3.32%. OICAX dividend yield stands at 4.50%, paid monthly.
OICAX top holdings include Jpmorgan Core Bond Fund, Class R6 (35.1%), Jpmorgan Core Plus Bond Fund, Class R6 (15.9%), Jpmorgan Income Fund, Class R6 (6.5%), JPMorgan International Research Enhanced Equity ETF (4.3%), U.S. Equity Fund, Class R6 (4.1%). Go to all OICAX holdings, OICAX sectors, or OICAX dividends.
OICAX can be compared against other funds. Use OICAX overlap to find shared positions, or OICAX vs another fund for a side-by-side view. OICAX alternatives are available via the screener, along with tax-loss harvesting opportunities.