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Jpmorgan Investor Conservative Growth Fund I Class: (MF: ONCFX)

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

$13.34 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 2.15 90
3 months 1.07 87
6 months 2.80 90
1 Year 11.21 88
3 Year 8.48 84
5 Year 3.89 83
10 Year 5.56 79

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 45.92
Bear Market (10/07 - 2/09) -16.57
Bull Market (2/09 - 3/21) 197.93

Load Adjusted Returns as of Apr 30, 2026

1 Year 8.38
5 Year 3.72
10 Year 5.33
Since Inception 5.43

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.72 NA NA NA
2025 1.37 4.17 3.33 1.40
2024 2.82 0.92 5.21 -1.81
2023 3.86 1.44 -2.65 7.46
2022 -4.74 -7.76 -3.78 3.74
2021 1.00 3.38 -0.30 2.32

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.1510.667.2010.22-12.306.5210.9713.00-2.769.315.32
% Total Return Rel to Index 3.61-7.55-17.81-16.015.90-22.16-7.42-18.481.63-12.48-6.61
% Total Return Rel to Peer -0.18-3.84-2.71-2.930.66-4.980.28-4.193.73-4.14-0.95
% Perf Quintile vs Peer* 3.005.004.004.002.005.004.005.001.005.004.00
% Dividends 0.130.450.450.360.260.320.290.290.330.280.25
% Yield 3.373.283.393.532.162.192.012.192.612.051.92
Capital Gains ($) 0.000.150.200.030.410.180.250.320.400.410.17
Expense Ratio 0.000.320.320.320.320.310.290.270.270.270.21

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