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

(NASDAQ Mutual Funds) As of Apr 1, 2026 06:00 PM ET

$13.01 USD

+0.04 (0.31%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.37 84
3 months 2.53 85
6 months 5.36 86
1 Year 10.73 83
3 Year 9.44 82
5 Year 4.46 83
10 Year 5.97 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) 194.75

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.66
5 Year 4.08
10 Year 5.54
Since Inception 5.51

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 2.3710.667.2010.22-12.306.5210.9713.00-2.769.315.32
% Total Return Rel to Index -0.38-7.55-17.81-16.015.90-22.16-7.42-18.481.63-12.48-6.61
% Total Return Rel to Peer -1.18-3.84-2.71-2.930.66-4.980.28-4.193.73-4.14-0.95
% Perf Quintile vs Peer* 5.005.000.004.002.005.004.005.001.005.004.00
% Dividends 0.060.450.450.360.260.320.290.290.330.280.25
% Yield 0.223.283.393.532.162.192.012.192.612.051.92
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%