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Jpmorgan Investor Conservative Growth Fund Cl C: (MF: OCGCX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:06 PM ET

$13.21 USD

+0.02 (0.15%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 3.06 92
3 months 0.76 88
6 months 3.16 93
1 Year 10.13 91
3 Year 8.44 89
5 Year 3.22 90
10 Year 4.81 88

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 39.46
Bear Market (10/07 - 2/09) -17.38
Bull Market (2/09 - 3/21) 163.08

Load Adjusted Returns as of May 31, 2026

1 Year 6.44
5 Year 2.94
10 Year 4.50
Since Inception 4.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.92 NA NA NA
2025 1.28 3.88 3.18 1.23
2024 2.66 0.67 5.00 -2.03
2023 3.72 1.27 -2.95 7.35
2022 -4.90 -7.88 -4.01 3.51
2021 0.82 3.23 -0.56 2.16

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.069.906.329.43-12.975.7210.1611.96-3.518.334.42
% Total Return Rel to Index -3.84-8.31-18.69-16.815.23-22.95-8.23-19.520.87-13.46-7.51
% Total Return Rel to Peer -3.23-4.60-3.59-3.72-0.01-5.77-0.52-5.232.98-5.12-1.84
% Perf Quintile vs Peer* 5.005.005.004.002.005.004.005.001.005.005.00
% Dividends 0.120.360.350.270.170.210.190.180.220.170.15
% Yield 0.722.632.812.821.431.501.341.381.811.301.16
Capital Gains ($) 0.000.150.200.030.410.180.250.320.400.410.17
Expense Ratio 0.001.071.071.071.071.071.071.081.101.101.01

* 1 = Top 20%, 5 = Bottom 20%