JPMorgan Investor Balanced Fund Class C
OGBCX
NASDAQ
| Weiss Ratings | OGBCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | OGBCX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Michael Loeffler (21), Ove Fladberg (15), Nicholas D’Eramo (12), 2 others | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | OGBCX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan Investor Balanced Fund Class C | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| 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 | OGBCX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.19% | |||
| Dividend | OGBCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.47% | |||
| Asset Allocation | OGBCX-NASDAQ | Click to Compare |
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| Cash | 3.17% | |||
| Stock | 50.70% | |||
| U.S. Stock | 39.25% | |||
| Non-U.S. Stock | 11.45% | |||
| Bond | 45.98% | |||
| U.S. Bond | 40.40% | |||
| Non-U.S. Bond | 5.58% | |||
| Preferred | 0.10% | |||
| Convertible | 0.05% | |||
| Other Net | 0.02% | |||
| Price History | OGBCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.35% | |||
| 30-Day Total Return | -1.64% | |||
| 60-Day Total Return | 0.23% | |||
| 90-Day Total Return | -1.03% | |||
| Year to Date Total Return | 4.03% | |||
| 1-Year Total Return | 5.55% | |||
| 2-Year Total Return | 14.82% | |||
| 3-Year Total Return | 35.68% | |||
| 5-Year Total Return | 26.35% | |||
| Price | OGBCX-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 | OGBCX-NASDAQ | Click to Compare |
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| Nav | $16.78 | |||
| 1-Month Low NAV | $16.69 | |||
| 1-Month High NAV | $17.07 | |||
| 52-Week Low NAV | $15.72 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $17.17 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | OGBCX-NASDAQ | Click to Compare |
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| Beta | 1.08 | |||
| Standard Deviation | 7.81 | |||
| Balance Sheet | OGBCX-NASDAQ | Click to Compare |
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| Total Assets | 5.85B | |||
| Operating Ratios | OGBCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.44% | |||
| Turnover Ratio | 11.00% | |||
| Performance | OGBCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.51% | |||
| Last Bear Market Total Return | -10.19% | |||