JPMorgan Investor Profile

USD 0.02  0.13%

JPMorgan Investor Summary

JPMorgan Investor Balanced C [OGBCX] is traded in USA and was established on March 18, 2018. The fund is listed under Allocation--50% to 70% Equity category and is part of JPMorgan family. JPMorgan Investor Balanced C now has accumulated 4.95 B in assets with minimum initial investment of 500. , while the total return for the last 3 years was 12.53%.
Check JPMorgan Investor Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

JPMorgan Investor Ba Risk Profiles

Key Fundamentals

JPMorgan Investor Against Markets

Current Ratings

JPMorgan Investor 30 Days Performance Scores
Risk Adjusted
Performance Score (0 to 100)
Chance of
Financial Distress (0 to 100%)
< 1% 
Equity ratings for JPMorgan Investor Balanced C are calculated dynamically based on Macroaxis scoring framework. Click here to learn more
The investment seeks high total return consistent with the preservation of capital by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity and fixed income securities. JPMorgan Investor is traded on NASDAQ Stock Exchange in USA. more
NameJPMorgan Investor Balanced C
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressJpmorgan Trust II245 Park AvenueNew York, NY 10167
ExchangeNASDAQ Stock Exchange
Fund FamilyJPMorgan
Fund CategoryAllocation--50% to 70% Equity
Contact Number800 480 4111
CurrencyUSD - US Dollar

Diversify with JPMorgan Investor Balanced C

Build Optimal Portfolios
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations when you add JPMorgan Investor Balanced C to your portfolio


Explore Investment Opportunities
Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Investing Ideas