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Latest Performance as of May 31, 2017
Total Return %*
Percentile Rank Objective
* Annual for three years and beyond.
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%Unrealized Gain YTD
% SEC Yield
Net Assets (Mil $) 5/31/2017
Sector / Country Weightings
As of 5/31/2017
% of Portfolio
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
% of Portfolio
High Yield Bond
Chart for Jpmorgan Investor Balanced Fund A OGIAX
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Other News for OGIAX
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%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 1988 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1988-2015 and were examined and attested by Baker Tilly Virchow Krause, LLP, an independent accounting firm. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zack Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations.
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