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OGBCX
JPMorgan Investor Balanced Fund Class C
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

OGBCX Mutual Fund Price & Analysis

The JPMorgan Investor Balanced Fund Class C (ticker: OGBCX) is a mutual fund that aims to provide investors with a balanced portfolio of both stocks and bonds. This fund is managed by JPMorgan and is designed for investors seeking a moderate level of risk and potential for long-term growth. With a focus on diversification, the fund invests in a mix of equities and fixed income securities, providing a well-rounded investment option for those looking to achieve a balanced and stable return.
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OGBCX Mutual Fund Chart & Stats

Previous Close$15.32
Sub-CategoryAsset Allocation
Total Liabilities84.33M
Last Dividend Ex-Date
Mar 31, 2025
Expense Ratio1.46%
Holding Count26
Brandjpmorgan trust ii
Dividend Yield
 (5.62%)
CategoryBalanced
Total Assets5.49B
Shares OutstandingN/A
52-Week Range$14.81 - $16.50

Top 10 Holdings

Name
Weight %
USD_CASH
JPMorgan Core Bond Fund
23.88%
USD_CASH
JPMorgan Core Plus Bond Fund
11.76%
USD_CASH
JPMorgan U.S. Equity Fund
8.11%
USD_CASH
JPMorgan Large Cap Growth Fund
6.11%
USD_CASH
JPMorgan Income Fund
5.39%
JIRE
JPMorgan International Research Enhanced Equity ETF
5.04%
USD_CASH
JPMorgan U.S. Research Enhanced Equity Fund
4.92%
USD_CASH
JPMorgan U.S. GARP Equity Fund
4.13%
USD_CASH
JPMorgan Large Cap Value Fund
3.72%
USD_CASH
JPMorgan Value Advantage Fund
3.04%
Total76.11%
Go to Holdings >

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