JPMorgan Investor Balanced C (OGBCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Overall portfolio composition (%)
Cash4.59%
Stocks50.00%
Bonds45.14%
Others0.12%
Preferred0.08%
Convertible0.07%
Sector weightings (%)
Sector(s)OGBCX
Basic materials3.27%
Consumer cyclical12.43%
Financial services15.40%
Property2.61%
Consumer defensive4.69%
Healthcare11.78%
Utilities2.26%
Communication services6.52%
Energy4.96%
Industrials12.36%
Technology23.73%
Equity holdings
AverageOGBCXCategory average
Price/Earnings0.0523.62
Price/book0.323.26
Price/sales0.462.32
Price/Cash flow0.0715.57
Median market cap114,544.8997,816.96
3-year earnings growth23.1315.47
Bond holdings
AverageOGBCXCategory average
Maturity9.215.72
Duration4.474.49
Credit qualityN/AN/A
Bond ratings
Sector(s)OGBCX
US government7.84%
AAA45.71%
AA5.22%
A11.91%
BBB13.50%
BB9.53%
B4.76%
Below B1.79%
Others7.59%
Top 10 holdings (75.55% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| JPMorgan Core Bond R6 | JCBUX | 22.95% |
| JPMorgan Core Plus Bond R6 | JCPUX | 11.34% |
| JPMorgan US Equity R6 | JUEMX | 9.45% |
| JPMorgan Large Cap Growth R6 | JLGMX | 5.75% |
| JPMorgan International Rsrch Enh Eq ETF | JIRE | 5.62% |
| JPMorgan US Research Enhanced Equity R6 | JDEUX | 5.32% |
| JPMorgan Income R6 | JMSFX | 5.13% |
| JPMorgan U.S. GARP Equity R6 | JGISX | 3.49% |
| JPMorgan Value Advantage R6 | JVAYX | 3.29% |
| JPMorgan Large Cap Value R6 | JLVMX | 3.21% |
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