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JPMorgan Investor Balanced I (OIBFX)

15.94
-0.03
(-0.19%)
At close: May 23 at 8:04:23 PM EDT
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  • Previous Close 15.97
  • YTD Return 0.16%
  • Expense Ratio 0.71%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 5.35B
  • Beta (5Y Monthly) 0.86
  • Yield 3.21%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.08
  • Inception Date Jul 1, 1997

The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 50% in income securities and 50% in equity securities.

JPMorgan

Fund Family

Allocation--50% to 70% Equity

Fund Category

5.35B

Net Assets

1997-07-01

Inception Date

More about JPMorgan Investor Balanced I

Performance Overview: OIBFX

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Trailing returns as of 5/23/2025. Category is Allocation--50% to 70% Equity.

YTD Return

OIBFX
0.16%
Category
9.69%
 

1-Year Return

OIBFX
8.67%
Category
27.06%
 

3-Year Return

OIBFX
6.47%
Category
11.00%
 

5-Year Return

OIBFX
7.84%
Category
10.26%
 

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Holdings: OIBFX

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Sector Weightings

SectorOIBFX
Technology   21.76%
Financial Services   18.38%
Consumer Cyclical   12.29%
Healthcare   11.85%
Industrials   10.75%
Communication Services   7.31%
Consumer Defensive   5.53%
Energy   3.94%
Utilities   2.95%
Real Estate   2.63%
Basic Materials   2.60%
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Recent News: OIBFX

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Research Reports: OIBFX

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