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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: $12.22 on 5/24/2016, Change: +0.06 (0.49%)

 

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

Fund Manager Information

Fund Manager Tenure: 11.4 years
Fund Family: JPMorgan
Fund Category: Conservative Allocation
Fund Performance: Mar 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (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 Mar 30, 2016

  • JPMorgan Investor Conservative Growth C Fund (OCGCX) management has been with JPMorgan Investor Conservative Growth C Fund for 11.4 years
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has good short-term performance (1-year return -1.56% vs -1.68% Conservative Allocation category median performance)
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has good mid-term performance (3-year return 3.01% vs 2.88% 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 11.00% vs Conservative Allocation average of 52.92%. 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 4.53, lower than category average of 5.51

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 Mar 30, 2016

  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a less-than-ideal Long-term performance (5-year return 3.75% vs 4.18% 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) carries a 1% load
See JPMorgan Investor Conservative Growth C Fund (OCGCX) performance details as of Mar 30, 2016

 

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 C1.02-1.563.013.75
Hartford Balanced Income I (HBLIX)3.542.266.078.18Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)1.66-0.984.325.41Compare
Sterling Capital Diversified Inc Instl (BMGTX)2.52-1.534.064.44Compare

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 ETF (PCEF)3.59%-1.06%1.83%
iShares Core Moderate Allocation (AOM)2.20%-0.45%4.00%
iShares Core Conservative Allocation (AOK)2.25%-0.26%3.18%

 

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
03/2016$4.27B
02/2016$4.15B
01/2016$4.18B
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
02/20168.44%44.62%45.46%0.47%
01/201610.59%35.19%53.07%0.65%
12/201510.67%35.73%52.29%0.79%
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

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%]

Dec 30, 2015
JPMorgan Core Bond R6 [25.64%]
JPMorgan Core Plus Bond R6 [12.22%]
JPMorgan Limited Duration Bd R6 [8.2%]
JPMorgan US Equity R6 [5.13%]
JPMorgan Intrepid America R6 [5.1%]
JPMorgan Floating Rate Income R6 [3.29%]
JPMorgan International Rsrch Enh Eq Sel [3.29%]
JPMorgan High Yield R6 [3.23%]
JPMorgan Inflation Managed Bond R6 [3%]
JPMorgan Intrepid Growth R6 [2.88%]
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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