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JPMorgan Investor Conservative Growth A (OICAX)

12.53
+0.08
+(0.64%)
At close: 8:09:25 AM EDT
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  • Previous Close 12.45
  • YTD Return 1.50%
  • Expense Ratio 0.94%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 3.93B
  • Beta (5Y Monthly) 0.68
  • Yield 3.39%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.12
  • Inception Date Dec 10, 1996

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 70% in income securities and 30% in equity securities.

JPMorgan

Fund Family

Allocation--30% to 50% Equity

Fund Category

3.93B

Net Assets

1996-12-10

Inception Date

More about JPMorgan Investor Conservative Growth A

Performance Overview: OICAX

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Trailing returns as of 5/9/2025. Category is Allocation--30% to 50% Equity.

YTD Return

OICAX
1.50%
Category
5.91%
 

1-Year Return

OICAX
8.28%
Category
18.59%
 

3-Year Return

OICAX
4.60%
Category
8.56%
 

5-Year Return

OICAX
4.83%
Category
7.44%
 

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Holdings: OICAX

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Sector Weightings

SectorOICAX
Technology   20.89%
Financial Services   19.13%
Consumer Cyclical   12.18%
Healthcare   11.85%
Industrials   11.07%
Communication Services   6.95%
Consumer Defensive   5.62%
Energy   4.08%
Utilities   2.97%
Basic Materials   2.72%
Real Estate   2.53%
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Recent News: OICAX

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Research Reports: OICAX

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