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OIBFX
JPMorgan Investor Balanced Fund I Class
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

OIBFX Mutual Fund Price & Analysis

The JPMorgan Investor Balanced Fund I Class (ticker: OIBFX) 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 and a mix of both equity and fixed income securities, the JPMorgan Investor Balanced Fund I Class offers a well-rounded investment option for those looking to achieve a balanced and stable return on their investment.

OIBFX Mutual Fund Chart & Stats

Previous Close$15.74
Sub-CategoryAsset Allocation
Total Liabilities28.80M
Last Dividend Ex-Date
Mar 31, 2025
Expense Ratio0.71%
Holding Count26
Brandjpmorgan trust ii
Dividend Yield
 (6.24%)
CategoryBalanced
Total Assets5.40B
Shares OutstandingN/A
52-Week Range$15.18 - $16.93

Top 10 Holdings

Name
Weight %
USD_CASH
JPMorgan Core Bond Fund
23.51%
USD_CASH
JPMorgan Core Plus Bond Fund
11.60%
USD_CASH
JPMorgan U.S. Equity Fund
7.73%
JIRE
JPMorgan International Research Enhanced Equity ETF
5.69%
USD_CASH
JPMorgan Large Cap Growth Fund
5.61%
USD_CASH
JPMorgan Income Fund
5.29%
USD_CASH
JPMorgan U.S. Research Enhanced Equity Fund
4.63%
USD_CASH
JPMorgan Large Cap Value Fund
3.73%
USD_CASH
JPMorgan U.S. GARP Equity Fund
3.72%
USD_CASH
JPMorgan Value Advantage Fund
3.10%
Total74.61%
Go to Holdings >

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