JPMorgan Investor Profile

USD 0.09  0.58%

JPMorgan Investor Summary

JPMorgan Investor Balanced A [OGIAX] is traded in USA and was established on August 17, 2018. The fund is listed under Allocation--50% to 70% Equity category and is part of JPMorgan family. JPMorgan Investor Balanced A now has accumulated 4.84 B in assets with minimum initial investment of 500. , while the total return for the last 3 years was 11.37%.
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Instrument Allocation

Sector Allocation (%)

Target Price Odds Analysis

Odds Below 15.47HorizonTargetOdds Above 15.47
2.66%30 days 15.47 96.78%
Based on normal probability distribution, the odds of JPMorgan Investor to move above current price in 30 days from now is roughly 97.0% (This JPMorgan Investor Balanced A probability density function shows the probability of JPMorgan Investor Fund to fall within a particular range of prices over 30 days) .

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%)
Equity ratings for JPMorgan Investor Balanced A 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 A
Macroaxis Advice
InstrumentUSA Fund View All
Business AddressJpmorgan Trust II
ExchangeNASDAQ Stock Exchange
Fund FamilyJPMorgan
Fund CategoryAllocation--50% to 70% Equity
Phone800 480 4111
CurrencyUSD - US Dollar
Additionally take a look at Your Equity Center. Please also try Fundamentals Matrix module to view fundamentals matrix and analyze how accounts are interrelated and interconnected with each other.