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Jpmorgan Investor Conservative Growth Fund Class A (OICAX)

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12.73 -0.04    -0.31%
15/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.88B
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Equity
JPMorgan Investor Conservative Growth A 12.73 -0.04 -0.31%

OICAX Overview

 
Find basic information about the Jpmorgan Investor Conservative Growth Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OICAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.43%
Prev. Close12.77
Risk Rating
TTM Yield3%
ROE25.70%
IssuerJPMorgan
Turnover8%
ROA11.09%
Inception Date35409
Total Assets2.88B
Expenses0.57%
Min. Investment500
Market Cap120.61B
CategoryAllocation - - 30% to 50% Equity
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Jpmorgan Investor Conservative Growth Fund Class A Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1070 1011 1168 1034 1231 1507
Fund Return 6.96% 1.06% 16.85% 1.12% 4.25% 4.19%
Place in category 284 322 337 232 249 177
% in Category 64 65 75 50 66 63

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 66.84B 26.92 9.12 17.38
  JPMorgan Large Cap Growth Select 25.35B 26.65 8.85 17.07
  JPMorgan Equity Income R6 23.4B 15.20 6.90 9.96
  JPMorgan US Equity R6 18.03B 22.19 9.31 13.64
  JPMorgan Equity Income Select 16.79B 14.96 6.64 9.68

Top Funds for Allocation--30% to 50% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Wellesley Income Admiral 41.85B 6.74 1.69 5.46
  Vanguard LifeStrategy Cnsrv Gr Inv 10.3B 7.28 1.03 4.88
  Vanguard Tax-Managed Balanced Adm 10.1B 10.11 4.20 7.44
  Vanguard Wellesley Income Inv 8.75B 6.68 1.61 5.39
  BlackRock Multi-Asset Income Instl 5.98B 7.59 2.14 4.29

Top Holdings

Name ISIN Weight % Last Change %
JPMorgan Core Bond R6 - 33.63 - -
JPMorgan Core Plus Bond R6 - 14.97 - -
JPMorgan Income R6 - 6.59 - -
JPMorgan Limited Duration Bond ETF - 5.79 - -
JPMorgan International Rsrch Enh Eq ETF - 4.40 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Strong Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
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