OGBCX Mutual Fund
OGBCX Mutual Fund
OGBCX Mutual Fund
JPMorgan Investor Balanced Fund Class C
OGBCX Mutual Fund Overview
OGBCX Mutual Fund (JPMorgan Investor Balanced Fund Class C) is managed by J.P. Morgan Asset Management with $221.5M in net assets. OGBCX expense ratio is 1.44%, holding 27 positions across sectors including Financials. Inception date: 1997-07-01.
OGBCX performance shows a YTD return of 3.67%. The 1-year return is 4.70% and the 5-year return is 9.85%. OGBCX dividend yield stands at 4.38%, paid quarterly.
OGBCX top holdings include Jpmorgan Core Bond Fund, Class R6 (23.3%), Jpmorgan Core Plus Bond Fund, Class R6 (12.0%), U.S. Equity Fund, Class R6 (8.5%), JPMorgan International Research Enhanced Equity ETF (5.5%), Large Cap Growth Fund, Class R6 (5.3%). Go to all OGBCX holdings, OGBCX sectors, or OGBCX dividends.
OGBCX can be compared against other funds. Use OGBCX overlap to find shared positions, or OGBCX vs another fund for a side-by-side view. OGBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.