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JPMorgan Investor Conservative Growth C (OCGCX) Fund Ranking and Research

Ranking, Research and Recommendation of JPMorgan Investor Conservative Growth C (OCGCX) Fund

    Last Trade: $12.11 on 6/27/2016, Change: -0.07 (-0.57%)

 

Graph of JPMorgan Investor Conservative Growth C Fund (OCGCX) ManagerFund Manager - Michael A. Loeffler

Fund Manager Information

Fund Manager Tenure: 11.5 years
Fund Family: JPMorgan
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of JPMorgan Investor Conservative Growth C Fund (OCGCX) ProfileJPMorgan Investor Conservative Growth C Fund (OCGCX) Profile

Fund Profile and Description

JPMorgan Investor Conservative Growth C Fund seeks income and capital appreciation. JPMorgan Investor Conservative Growth C Fund primarily invests in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed-income and equity securities. Generally, the fund’s allocation strategy is to achieve a long-term risk return profile similar to a fund that invests 70% in income securities and 30% in equity securities.

 

JPMorgan Investor Conservative Growth C (OCGCX) Fund Strength What we like about JPMorgan Investor Conservative Growth C (OCGCX) Fund

Data for JPMorgan Investor Conservative Growth C Fund (OCGCX) as of May 30, 2016

  • JPMorgan Investor Conservative Growth C Fund (OCGCX) management has been with JPMorgan Investor Conservative Growth C Fund for 11.5 years
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) ratio of up-years vs down years is greater than 2
  • Asset base in JPMorgan Investor Conservative Growth C Fund (OCGCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has an annual stock turnover rate of 11.00% vs Allocation--30% to 50% Equity average of 48.09%. It is good that JPMorgan Investor Conservative Growth C management does not trade extensively for its return.
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.5, lower than category average of 5.82
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a lower expense ratio than its Allocation--30% to 50% Equity average: 0.79% vs 0.81%

JPMorgan Investor Conservative Growth C Fund (OCGCX) Weakness What we are cautious about JPMorgan Investor Conservative Growth C (OCGCX) Fund

Data for JPMorgan Investor Conservative Growth C Fund (OCGCX) as of May 30, 2016

  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a less-than-ideal short-term performance (1-year return -1.17% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a less-than-ideal mid-term performance (3-year return 3.02% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a less-than-ideal Long-term performance (5-year return 3.65% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a Morningstar rating of 3 and below
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) carries a 1% load
See JPMorgan Investor Conservative Growth C Fund (OCGCX) performance details as of May 30, 2016

 

What do you think?

 

Compare JPMorgan Investor Conservative Growth C Fund (OCGCX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan Investor Conservative Growth C2.01-1.173.023.65
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare JPMorgan Investor Conservative Growth C Fund (OCGCX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of JPMorgan Investor Conservative Growth C Fund (OCGCX) Net Asset TrackingJPMorgan Investor Conservative Growth C (OCGCX) Fund Net Asset

Track net asset change of JPMorgan Investor Conservative Growth C fund (OCGCX)

DateNet Asset
05/2016$4.29B
03/2016$4.27B
02/2016$4.15B
More historic net asset information on JPMorgan Investor Conservative Growth C Fund (OCGCX)

  

Graph of JPMorgan Investor Conservative Growth C Fund (OCGCX) Portfolio TrackingJPMorgan Investor Conservative Growth C (OCGCX) Fund Portfolio Allocation

Track portfolio allocation change of JPMorgan Investor Conservative Growth C fund (OCGCX)

DateCashStockBondOther
04/20168.38%44.6%45.28%0.71%
02/20168.44%44.62%45.46%0.47%
01/201610.59%35.19%53.07%0.65%
Click here to see more historic asset allocation information on JPMorgan Investor Conservative Growth C Fund (OCGCX)

 

graph of JPMorgan Investor Conservative Growth C Fund (OCGCX) Top 10 Position TrackingTop 10 Holdings in JPMorgan Investor Conservative Growth C (OCGCX) Fund

Discover what JPMorgan Investor Conservative Growth C Fund (OCGCX) manager is buying

Apr 29, 2016
JPMorgan Core Bond R6 [26.41%]
JPMorgan Core Plus Bond R6 [12.86%]
JPMorgan Limited Duration Bd R6 [8.01%]
JPMorgan High Yield R6 [5.44%]
JPMorgan Intrepid America R6 [4.35%]
JPMorgan US Equity R6 [4.32%]
JPMorgan Floating Rate Income R6 [3.81%]
JPMorgan International Rsrch Enh Eq Sel [3.53%]
JPMorgan Intrepid Growth R6 [2.35%]
JPMorgan Inflation Managed Bond R6 [2.3%]

Feb 28, 2016
JPMorgan Core Bond R6 [26.36%]
JPMorgan Core Plus Bond R6 [12.76%]
JPMorgan Limited Duration Bd R6 [7.92%]
JPMorgan Intrepid America R6 [4.97%]
JPMorgan US Equity R6 [4.87%]
JPMorgan High Yield R6 [4.36%]
JPMorgan Floating Rate Income R6 [3.62%]
JPMorgan International Rsrch Enh Eq Sel [3.32%]
JPMorgan Intrepid Growth R6 [2.56%]
JPMorgan Inflation Managed Bond R6 [2.43%]

Jan 30, 2016
JPMorgan Core Bond R6 [26%]
JPMorgan Core Plus Bond R6 [12.58%]
JPMorgan Limited Duration Bd R6 [7.86%]
JPMorgan US Equity R6 [5%]
JPMorgan Intrepid America R6 [4.96%]
JPMorgan High Yield R6 [3.68%]
JPMorgan Floating Rate Income R6 [3.45%]
JPMorgan International Rsrch Enh Eq Sel [3.43%]
JPMorgan Intrepid Growth R6 [2.79%]
JPMorgan Inflation Managed Bond R6 [2.75%]
Click here for Stock Holding Change Map in JPMorgan Investor Conservative Growth C Fund (OCGCX)

  

Latest News on JPMorgan Investor Conservative Growth C (OCGCX) Fund

See what is happening with JPMorgan Investor Conservative Growth C Fund (OCGCX)

 

JPMorgan Investor Conservative Growth C Fund (OCGCX) Related ResourcesSee more information on JPMorgan Investor Conservative Growth C (OCGCX) Fund

Popular pages on JPMorgan Investor Conservative Growth C (OCGCX) Fund

  

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