OICAX Mutual Fund

OICAX Mutual Fund (JPMorgan Investor Conservative Growth Fund Class A) is managed by J.P. Morgan Asset Management with $2.84B in net assets. OICAX expense ratio is 0.93%, holding 26 positions across sectors including Financials. Inception date: 1996-12-10.

OICAX performance shows a YTD return of 2.47%. The 1-year return is 7.37% and the 5-year return is 3.29%. OICAX dividend yield stands at 4.18%, paid monthly.

OICAX top holdings include Jpmorgan Core Bond Fund, Class R6 (35.4%), Jpmorgan Core Plus Bond Fund, Class R6 (16.3%), Jpmorgan Income Fund, Class R6 (6.7%), JPMorgan International Research Enhanced Equity ETF (4.1%), Jpmorgan Limited Duration Bond ETF (4.0%). 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.