JPMorgan Investor Profile

15.31
USD 0.05  0.33%
47%

JPMorgan Investor Summary

JPMorgan Investor Balanced A [OGIAX] is traded in USA and was established on April 24, 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 4.87 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

Below OddsHorizonTargetAbove Odds
about 70.46%30 days 15.31  about 29.48%
Based on normal probability distribution, the odds of JPMorgan Investor to move above current price in 30 days from now is about 29.48% (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)
0 
Chance of
Financial Distress (0 to 100%)
< 1% 
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 II245 Park AvenueNew York, NY 10167
ExchangeNASDAQ Stock Exchange
Fund FamilyJPMorgan
Fund CategoryAllocation--50% to 70% Equity
BenchmarkDOW
Contact Number800 480 4111
CurrencyUSD - US Dollar

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