ONCFX Mutual Fund

ONCFX Mutual Fund (JPMorgan Investor Conservative Growth Fund Class I) is managed by J.P. Morgan Asset Management with $986.1M in net assets. ONCFX expense ratio is 0.67%, holding 26 positions across sectors including Financials. Inception date: 1996-12-10.

ONCFX performance shows a YTD return of 2.67%. The 1-year return is 7.65% and the 5-year return is 3.57%. ONCFX dividend yield stands at 4.37%, paid monthly.

ONCFX 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 ONCFX holdings, ONCFX sectors, or ONCFX dividends.

ONCFX can be compared against other funds. Use ONCFX overlap to find shared positions, or ONCFX vs another fund for a side-by-side view. ONCFX alternatives are available via the screener, along with tax-loss harvesting opportunities.