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 (16), 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 | 2.38% | |||
| Dividend | OGBCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.53% | |||
| Asset Allocation | OGBCX-NASDAQ | Click to Compare |
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| Cash | 3.42% | |||
| Stock | 50.77% | |||
| U.S. Stock | 39.61% | |||
| Non-U.S. Stock | 11.16% | |||
| Bond | 45.63% | |||
| U.S. Bond | 40.08% | |||
| Non-U.S. Bond | 5.55% | |||
| Preferred | 0.10% | |||
| Convertible | 0.05% | |||
| Other Net | 0.03% | |||
| Price History | OGBCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.47% | |||
| 30-Day Total Return | -0.12% | |||
| 60-Day Total Return | -1.82% | |||
| 90-Day Total Return | -2.17% | |||
| Year to Date Total Return | 3.53% | |||
| 1-Year Total Return | 4.70% | |||
| 2-Year Total Return | 15.95% | |||
| 3-Year Total Return | 36.74% | |||
| 5-Year Total Return | 22.88% | |||
| 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 | $16.61 | |||
| 1-Month Low NAV | $16.58 | |||
| 1-Month High NAV | $16.74 | |||
| 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 | 0.95 | |||
| Standard Deviation | 7.42 | |||
| Balance Sheet | OGBCX-NASDAQ | Click to Compare |
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| Total Assets | 5.67B | |||
| Operating Ratios | OGBCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.43% | |||
| 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% | |||