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Mutual Fund Insights: JPMorgan Investor Conservative Growth C Fund (OCGCX)

In-depth Analysis of JPMorgan Investor Conservative Growth C Fund (OCGCX)

Mutual fund chart: JPMorgan Investor Conservative Growth C Fund (OCGCX)

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See JPMorgan Investor Conservative Growth C Fund (OCGCX) performance details as of February 28, 2010

  

    Last Trade: $10.74 on 3/19/2010, Change: -0.02 (-0.19%)
Experiment our closing price forecasting tool for JPMorgan Investor Conservative Growth C Fund (OCGCX) (alpha release)

  

Fund Manager - Michael S. Loeffler

Fund Manager Tenure: 5.2 years
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Michael S. Loeffler is the portfolio manager of the JP Morgan Investment Management Inc. Michael S. Loeffler has been employed by JPMIA since 1999 when Michael S. Loeffler joined as an investment operations analyst. Michael S. Loeffler holds the Chartered Financial Analyst designation.  Get more insights on Michael S. Loeffler

  

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

Data for JPMorgan Investor Conservative Growth C Fund (OCGCX) as of February 28, 2010

  • JPMorgan Investor Conservative Growth C Fund (OCGCX) management has been with JPMorgan Investor Conservative Growth C Fund for 5.2 years
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has good mid-term performance (3-year return 2.16% vs 0.52 % Conservative Allocation category average)
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has good Long-term performance (5-year return 3.49% vs 2.86 % Conservative Allocation category average)
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) ratio of up-years vs down years is greater than 2
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a Morningstar rating of 4 and above
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has an annual stock turnover rate of 32.00% vs Conservative Allocation average of 126.79%. 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 7.5, lower than category average of 10.73

  

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

Data for JPMorgan Investor Conservative Growth C Fund (OCGCX) as of February 28, 2010

  • JPMorgan Investor Conservative Growth C Fund is a focused fund with 80.49% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a less-than-ideal short-term performance (1-year return 23.88% vs 30.03 % Conservative Allocation category average)
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a higher management fee of 1.09% than its Conservative Allocation average of 0.85%
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) carries a 1% load
See JPMorgan Investor Conservative Growth C Fund (OCGCX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Conservative Allocation category?

Below are some additional Conservative Allocation mutual funds generated out of our database

  

JPMorgan Investor Conservative Growth C Fund (OCGCX) Net Asset

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

DateNet Asset
02/2010$1.23B
01/2010$220.42M
11/2009$183.70M
More historic net asset information on JPMorgan Investor Conservative Growth C Fund (OCGCX)

  

JPMorgan Investor Conservative Growth C Fund (OCGCX) Portfolio Allocation

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

DateCashStockBondOther
10/200913.6%32.45%53.17%0.78%
09/200913.68%34.05%51.52%0.75%
08/200914.75%34.34%50.15%0.76%
Click here to see more historic asset allocation information on JPMorgan Investor Conservative Growth C Fund (OCGCX)

  

Most Recent Top 10 Holdings in JPMorgan Investor Conservative Growth C Fund (OCGCX)

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

31-Oct-09
JPMorgan Core Plus Bond Select [19.06%]
JPMorgan Core Bond Select [14.13%]
JPMorgan Government Bond Select [11.05%]
JPMorgan Short Duration Bond Select [5.75%]
JPMorgan High Yield Fund Select [5.73%]
JPMorgan US Equity Sel [5.71%]
JPMorgan US Large Cap Core Plus Select [5.42%]
JPMorgan Multi-Cap Market Neutral Sel [5.26%]
JPMorgan Limited Duration Bd Sel [4.69%]
JPMorgan Intrepid America Sel [4.6%]

30-Sep-09
JPMorgan Core Plus Bond Select [19.01%]
JPMorgan Core Bond Select [14.09%]
JPMorgan Government Bond Select [11%]
JPMorgan US Equity Sel [5.91%]
JPMorgan Short Duration Bond Select [5.74%]
JPMorgan High Yield Fund Select [5.73%]
JPMorgan US Large Cap Core Plus Select [5.59%]
JPMorgan Multi-Cap Market Neutral Sel [5.26%]
JPMorgan Intrepid America Sel [4.77%]
JPMorgan Limited Duration Bd Sel [4.7%]

31-Aug-09
JPMorgan Core Plus Bond Select [18.72%]
JPMorgan Core Bond Select [14.03%]
JPMorgan Government Bond Select [11.01%]
JPMorgan US Equity Sel [6.01%]
JPMorgan US Large Cap Core Plus Select [5.69%]
JPMorgan Short Duration Bond Select [5.69%]
JPMorgan High Yield Fund Select [5.51%]
JPMorgan Multi-Cap Market Neutral Sel [5.18%]
JPMorgan Intrepid America Sel [4.8%]
JPMorgan Limited Duration Bd Sel [4.55%]
Click here for Stock Holding Change Map in JPMorgan Investor Conservative Growth C Fund (OCGCX)

  

Related books and products to JPMorgan Investor Conservative Growth C Fund (OCGCX)

  

Latest News on JPMorgan Investor Conservative Growth C (OCGCX)

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