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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: $13.06 on 11/21/2014, Change: +0.03 (0.23%)

 

Graph of JPMorgan Investor Conservative Growth C Fund (OCGCX) ManagerFund Manager - Bala Iyer

Fund Manager Information

Fund Manager Tenure: 18.0 years
Fund Family: JPMorgan
Fund Category: Conservative Allocation
Fund Performance: Oct 30, 2014
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
"Bala Iyer| Managing Director Biography Bala Iyer, CFA, joined J.P. Morgan in 1995. He oversees both the research and portfolio management functions of the Quantitative Team. He is the lead portfolio manager. A 21-year industry veteran, Dr. Iyer previously served as portfolio manager and analyst at Zaske, Sarafa & Associates, and was also an assistant professor of finance and economics at Albion College in Michigan. Education B.S., Commerce, Podar College, India M.B.A., Finance and Accounting, Indian Institute of Management Ph.D., Money and Financial Markets, Columbia University Experience Industry Experience, 24 Years Firm Experience, 16 Years Fund Experience, 15 Years"  Get more insights on Bala Iyer

 

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 Oct 30, 2014

  • JPMorgan Investor Conservative Growth C Fund (OCGCX) management has been with JPMorgan Investor Conservative Growth C Fund for 18.0 years
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has good short-term performance (1-year return 5.66% vs 5.57% Conservative Allocation category median performance)
  • 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 an annual stock turnover rate of 20.00% vs Conservative Allocation average of 32.66%. 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 4.01, lower than category average of 4.81

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 Oct 30, 2014

  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a less-than-ideal mid-term performance (3-year return 6.60% vs 7.27% Conservative Allocation category median performance)
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a less-than-ideal Long-term performance (5-year return 6.32% vs 7.55% Conservative Allocation 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) has a higher expense ratio of 0.97% than its Conservative Allocation average of 0.83%
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) carries a 1% load
See JPMorgan Investor Conservative Growth C Fund (OCGCX) performance details as of Oct 30, 2014

 

What do you think?

 

Compare JPMorgan Investor Conservative Growth C Fund (OCGCX)Compare with other top Conservative Allocation category mutual funds

Aadditional top Conservative Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
JPMorgan Investor Conservative Growth C4.165.666.606.32
Hartford Balanced Income I (HBLIX)7.179.4711.5211.65Compare
Voya Strategic Allocation Conservative S (ISCVX)6.037.739.799.17Compare
James Balanced: Golden Rainbow Instl (GLRIX)6.059.429.489.89Compare

See top fund managers for Conservative Allocation Category Funds

 

Compare JPMorgan Investor Conservative Growth C Fund (OCGCX)Compare with Conservative Allocation category ETFs

Some Conservative Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite (PCEF)6.90%8.23%9.21%
iShares S&P Moderate Allocation (AOM)4.37%5.93%7.67%
iShares S&P Conservative Allocation (AOK)3.82%4.90%5.78%
TDX Independence In-Target ETF (TDX)-0.36%2.85%4.19%

 

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
10/2014$4.38B
09/2014$4.32B
08/2014$4.37B
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
09/201416.5%36.66%45.66%0.52%
08/201417.86%37.15%44.02%0.4%
07/201418.5%36.05%44.35%0.51%
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

Sep 29, 2014
JPMorgan Core Bond Select [20.37%]
JPMorgan Core Plus Bond Select [12.63%]
JPMorgan Limited Duration Bd Sel [6.7%]
JPMorgan Intrepid America Sel [5.86%]
JPMorgan US Equity Sel [5.55%]
JPMorgan Inflation Managed Bond Select [4.05%]
JPMorgan Floating Rate Income Select [3.75%]
JPMorgan Strategic Income Opps Sel [3.44%]
JPMorgan Multi-Cap Market Neutral Sel [3.15%]
JPMorgan US Large Cap Core Plus Select [3.14%]

Aug 30, 2014
JPMorgan Core Bond Select [18.76%]
JPMorgan Core Plus Bond Select [12.6%]
JPMorgan Limited Duration Bd Sel [6.86%]
JPMorgan Intrepid America Sel [6.04%]
JPMorgan US Equity Sel [5.64%]
JPMorgan Inflation Managed Bond Select [4.18%]
JPMorgan Floating Rate Income Select [3.79%]
JPMorgan Strategic Income Opps Sel [3.66%]
JPMorgan Multi-Cap Market Neutral Sel [3.27%]
JPMorgan US Large Cap Core Plus Select [3.16%]

Jul 30, 2014
JPMorgan Core Bond Select [18.97%]
JPMorgan Core Plus Bond Select [12.7%]
JPMorgan Limited Duration Bd Sel [6.99%]
JPMorgan Intrepid America Sel [5.89%]
JPMorgan US Equity Sel [5.37%]
JPMorgan Inflation Managed Bond Select [4.26%]
JPMorgan Floating Rate Income Select [3.86%]
JPMorgan Strategic Income Opps Sel [3.74%]
JPMorgan Multi-Cap Market Neutral Sel [3.36%]
JPMorgan US Large Cap Core Plus Select [3.08%]
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