ONCFX Mutual Fund
ONCFX Mutual Fund
JPMorgan Investor Conservative Growth Fund Class I
ONCFX Mutual Fund Overview
ONCFX Mutual Fund (JPMorgan Investor Conservative Growth Fund Class I) is managed by J.P. Morgan Asset Management with $975.3M in net assets. ONCFX expense ratio is 0.67%, holding 26 positions across sectors including Unknown, Financials. Inception date: 1996-12-10.
ONCFX performance shows a YTD return of 3.65%. The 1-year return is 8.86% and the 5-year return is 3.92%. ONCFX dividend yield stands at 3.46%, 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%). View all ONCFX holdings, sector breakdown, or dividend history.
ONCFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ONCFX alternatives are available via the screener, along with tax-loss harvesting opportunities.