OGBCX
JPMorgan Investor Balanced Fund Class C
$16.54
JPMorgan Investor Balanced Fund Class C (OGBCX)
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.
OGBCX Mutual Fund Chart & Stats
$16.54
At close: 4:00 PM EST- Previous Close
- $16.54
- Sub-Category
- Asset Allocation
- Total Liabilities
- $31.76M
- Expense Ratio
- 1.43%
- Holding Count
- 26
- Brand
- Jpmorgan Trust Ii
- Category
- Balanced
- Total Assets
- 5.91B
- Shares Outstanding
- N/A
- 52-Week Range
- $15.72 - $17.17
Top 10 Holdings
| Name | Weight % |
|---|---|
| USD_CASHJPMorgan Core Bond Fund | 23.27% |
| USD_CASHJPMorgan Core Plus Bond Fund | 12.01% |
| USD_CASHJPMorgan U.S. Equity Fund | 8.43% |
| USD_CASHJPMorgan Large Cap Growth Fund | 5.51% |
| JIREJPMorgan International Research Enhanced Equity ETF | 5.47% |
| USD_CASHJPMorgan U.S. Research Enhanced Equity Fund | 5.24% |
| USD_CASHJPMorgan Income Fund | 5.21% |
| USD_CASHJPMorgan Large Cap Value Fund | 4.13% |
| USD_CASHJPMorgan U.S. GARP Equity Fund | 3.68% |
| USD_CASHJPMorgan Value Advantage Fund | 3.21% |
| Total | 76.17% |
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