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Jpmorgan Investor Conservative Growth Fund Class A: (MF: OICAX)

(NASDAQ Mutual Funds) As of Jun 9, 2026 06:01 PM ET

$13.22 USD

+0.03 (0.23%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.09 90
3 months 1.02 89
6 months 2.77 90
1 Year 11.03 89
3 Year 8.22 85
5 Year 3.63 86
10 Year 5.30 82

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 43.79
Bear Market (10/07 - 2/09) -16.66
Bull Market (2/09 - 3/21) 185.15

Load Adjusted Returns as of Apr 30, 2026

1 Year 3.44
5 Year 2.55
10 Year 4.61
Since Inception 5.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.79 NA NA NA
2025 1.31 4.06 3.29 1.35
2024 2.86 0.79 5.19 -1.89
2023 3.74 1.38 -2.73 7.36
2022 -4.83 -7.80 -3.87 3.71
2021 0.94 3.34 -0.43 2.35

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.0910.396.999.84-12.526.3010.6812.72-2.948.925.10
% Total Return Rel to Index 3.54-7.82-18.02-16.405.67-22.38-7.71-18.761.45-12.87-6.83
% Total Return Rel to Peer -0.24-4.11-2.92-3.310.44-5.200.00-4.473.55-4.53-1.17
% Perf Quintile vs Peer* 3.005.004.004.002.005.004.005.001.005.004.00
% Dividends 0.120.420.410.330.230.280.250.260.300.250.22
% Yield 3.163.083.183.301.931.961.801.982.381.831.71
Capital Gains ($) 0.000.150.200.030.410.180.250.320.400.410.17
Expense Ratio 0.000.570.570.570.570.560.540.520.520.520.46

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