Jpmorgan Investor Balanced Fund Quote
| OGIAX Fund | USD 15.88 0.06 0.38% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Jpmorgan Investor is trading at 15.88 as of the 21st of January 2025; that is 0.38% up since the beginning of the trading day. The fund's open price was 15.82. Jpmorgan Investor has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 21st of January 2025. Click here to learn more.
The fund is a fund of funds. Its main investment strategy is to invest in other J.P. Morgan Funds . Generally, the funds allocation strategy is to achieve a long-term riskreturn profile similar to a fund that invests 50 percent in income securities and 50 percent in equity securities.. More on Jpmorgan Investor Balanced
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, JPMorgan (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2021 |
| Fiscal Year End | June |
Jpmorgan Investor Balanced [OGIAX] is traded in USA and was established 21st of January 2025. Jpmorgan Investor is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of JPMorgan family. This fund now has accumulated 5.21 B in assets with no minimum investment requirementsJpmorgan Investor is currently producing year-to-date (YTD) return of 1.28% with the current yeild of 0.03%, while the total return for the last 3 years was 3.31%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Investor Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Investor Balanced Mutual Fund Constituents
| JCPUX | Jpmorgan E Plus | Mutual Fund | Intermediate Core-Plus Bond | |
| OIEJX | Jpmorgan Equity Income | Mutual Fund | Large Value | |
| JVAYX | Jpmorgan Value Advantage | Mutual Fund | Large Value | |
| JUSUX | Jpmorgan Limited Duration | Mutual Fund | Short-Term Bond | |
| JUEMX | Jpmorgan Equity Fund | Mutual Fund | Large Blend | |
| JPHRX | Jpmorgan Floating Rate | Mutual Fund | Bank Loan | |
| JMSFX | Jpmorgan Income Fund | Mutual Fund | Multisector Bond | |
| JMEE | JPMorgan Market Expansion | Etf | Small Blend |
Jpmorgan Investor Risk Profiles
| Mean Deviation | 0.3608 | |||
| Standard Deviation | 0.5368 | |||
| Variance | 0.2881 | |||
| Risk Adjusted Performance | (0.07) |
Jpmorgan Investor Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Investor financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Investor security.
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