JPMorgan Investor Conservative Growth Fund Class C
OCGCX
NASDAQ
| Weiss Ratings | OCGCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | OCGCX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Michael Loeffler (21), Ove Fladberg (16), Nicholas D’Eramo (12), 2 others | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | OCGCX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan Investor Conservative Growth Fund Class C | |||
| Category | Moderately Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jul 01, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 500.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | OCGCX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.93% | |||
| Dividend | OCGCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.61% | |||
| Asset Allocation | OCGCX-NASDAQ | Click to Compare |
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| Cash | 4.03% | |||
| Stock | 30.25% | |||
| U.S. Stock | 22.01% | |||
| Non-U.S. Stock | 8.24% | |||
| Bond | 65.51% | |||
| U.S. Bond | 57.97% | |||
| Non-U.S. Bond | 7.54% | |||
| Preferred | 0.13% | |||
| Convertible | 0.05% | |||
| Other Net | 0.03% | |||
| Price History | OCGCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.17% | |||
| 30-Day Total Return | 0.60% | |||
| 60-Day Total Return | -1.39% | |||
| 90-Day Total Return | -1.77% | |||
| Year to Date Total Return | 1.83% | |||
| 1-Year Total Return | 2.74% | |||
| 2-Year Total Return | 11.68% | |||
| 3-Year Total Return | 26.78% | |||
| 5-Year Total Return | 13.10% | |||
| Price | OCGCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | OCGCX-NASDAQ | Click to Compare |
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| Nav | $12.94 | |||
| 1-Month Low NAV | $12.89 | |||
| 1-Month High NAV | $13.02 | |||
| 52-Week Low NAV | $12.66 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $13.32 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | OCGCX-NASDAQ | Click to Compare |
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| Beta | 0.91 | |||
| Standard Deviation | 5.95 | |||
| Balance Sheet | OCGCX-NASDAQ | Click to Compare |
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| Total Assets | 4.28B | |||
| Operating Ratios | OCGCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.43% | |||
| Turnover Ratio | 13.00% | |||
| Performance | OCGCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.83% | |||
| Last Bear Market Total Return | -7.88% | |||