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Jpmorgan Investor Balanced Fund Class A (OGIAX)

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16.70 +0.10 +0.60%

25/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 4.93B

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Equity

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OGIAX Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan Investor Balanced A (OGIAX) fund. Our JPMorgan Investor Balanced A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	5.07	5.09	0.02
Stocks	49.86	49.86	0.00
Bonds	44.84	45.26	0.42
Convertible	0.05	0.05	0.00
Preferred	0.10	0.10	0.00
Other	0.08	0.09	0.01

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.79	18.47
Price to Book	3.01	3.17
Price to Sales	2.09	2.20
Price to Cash Flow	12.87	12.28
Dividend Yield	1.87	1.98
5 Years Earnings Growth	12.39	11.57

Sector Allocation

Name	Net %	Category Average
Technology	24.72	23.65
Financial Services	15.69	15.05
Healthcare	12.19	13.25
Consumer Cyclical	11.86	9.84
Industrials	11.21	10.40
Communication Services	6.53	7.28
Consumer Defensive	4.94	6.26
Energy	4.44	5.19
Real Estate	3.05	4.38
Utilities	2.73	3.21
Basic Materials	2.64	3.43

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 26

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	22.99	-	-
JPMorgan Core Plus Bond R6	-	11.34	-	-
JPMorgan US Equity R6	-	8.50	-	-
JPMorgan Large Cap Growth R6	-	5.70	-	-
JPMorgan International Rsrch Enh Eq ETF	-	5.46	-	-
JPMorgan Income R6	-	5.19	-	-
JPMorgan US Research Enhanced Equity R6	-	5.01	-	-
JPMorgan U.S. GARP Equity R6	-	3.91	-	-
JPMorgan Large Cap Value R6	-	3.58	-	-
JPMorgan Value Advantage R6	-	3.24	-	-

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	66.51B	26.92	9.12	17.38
JPMorgan Large Cap Growth Select	25.36B	26.65	8.85	17.07
JPMorgan Equity Income R6	23.74B	15.20	6.90	9.96
JPMorgan US Equity R6	18.09B	22.19	9.31	13.64
JPMorgan Equity Income Select	17.08B	14.96	6.64	9.68

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