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Jpmorgan Investor Balanced Fd Cl: (MF: OGIAX)
(MF) As of Apr 17, 2015 06:05 PM ET
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Zacks MF Rank : 2 - Buy
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Mar 31, 2015
%Unrealized Gain YTD
Net Assets (Mil $) 3/31/2015
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 3/31/2015
% of Portfolio
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Jpmorgan Investor Balanced Fd Cl OGIAX
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in December 1996 and is managed by Banc One Investment Advisor. The fund seeks high total return consistent with the preservation of capital by investing primarily in a diversified group of One Group mutual funds that invest primarily in equity and fixed income securities. One Group Investor Balanced Fund is a 'fund of funds.' The fund's investment strategy is to invest in a diversified group of other One Group mutual funds. Because this is a balanced fund, approximately half of the fund's assets are invested in One Group equity funds and approximately half are invested in One Group bond funds. However, a small portion of the fund's assets is also invested in the One Group money market funds. The fund's investment return is diversified by its investment in the underlying mutual funds, which invest in growth and income stocks, foreign securities, debt securities and cash or cash equivalents. The fund offers dividends quarterly and capital gains annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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