Back to top
more

Jpmorgan Investor Balanced Fund Class C: (MF: OGBCX)

(NASDAQ Mutual Funds) As of Feb 13, 2026 05:56 PM ET

$16.56 USD

+0.03 (0.18%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.35 62
3 months 2.01 67
6 months 6.65 71
1 Year 11.20 67
3 Year 10.11 67
5 Year 5.85 80
10 Year 7.33 74

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 60.99
Bear Market (10/07 - 2/09) -27.72
Bull Market (2/09 - 3/21) 270.51

Load Adjusted Returns as of Jan 31, 2026

1 Year 10.74
5 Year 5.52
10 Year 6.83
Since Inception 5.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.03 5.74 4.31 1.43
2024 4.74 1.10 5.71 -1.96
2023 4.48 2.76 -3.12 8.50
2022 -5.04 -10.19 -4.41 5.22
2021 2.55 4.25 -0.75 3.78

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.3511.859.7612.85-14.2310.1213.2316.34-5.5512.345.90
% Total Return Rel to Index 0.00-6.36-15.25-13.383.96-18.55-5.17-15.14-1.16-9.45-6.03
% Total Return Rel to Peer 0.00-1.31-1.86-1.10-0.48-3.051.95-2.420.01-0.80-0.44
% Perf Quintile vs Peer* 0.000.000.004.003.005.003.005.004.004.004.00
% Dividends 0.000.380.380.260.170.310.190.190.270.200.15
% Yield NA2.182.352.401.171.791.111.221.841.220.98
Capital Gains ($) 0.000.510.430.150.680.300.680.700.680.740.28
Expense Ratio 0.001.061.071.071.071.071.071.081.091.091.01

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