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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: $11.64 on 2/12/2016, Change: +0.05 (0.43%)

 

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

Fund Manager Information

Fund Manager Tenure: 11.1 years
Fund Family: JPMorgan
Fund Category: Conservative Allocation
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (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 Jan 30, 2016

  • JPMorgan Investor Conservative Growth C Fund (OCGCX) management has been with JPMorgan Investor Conservative Growth C Fund for 11.1 years
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has good short-term performance (1-year return -3.05% vs -3.56% Conservative Allocation category median performance)
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has good mid-term performance (3-year return 2.62% vs 2.30% 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 44.41%. 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 4.28, lower than category average of 5.09
  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a lower expense ratio than its Conservative Allocation average: 0.79% vs 0.80%

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 Jan 30, 2016

  • JPMorgan Investor Conservative Growth C Fund (OCGCX) has a less-than-ideal Long-term performance (5-year return 3.45% vs 3.83% 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
  • Asset base in JPMorgan Investor Conservative Growth C Fund (OCGCX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See JPMorgan Investor Conservative Growth C Fund (OCGCX) performance details as of Jan 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 C-1.78-3.052.623.45
Hartford Balanced Income I (HBLIX)-1.47-1.085.277.72Compare
Voya Strategic Allocation Cnsrv Port S (ISCVX)-2.23-3.004.285.41Compare
James Balanced: Golden Rainbow Instl (GLRIX)-2.37-2.724.696.12Compare

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)-2.73%-4.78%0.29%
iShares Core Moderate Allocation (AOM)-1.59%-2.83%3.28%
iShares Core Conservative Allocation (AOK)-1.07%-2.43%2.46%

 

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
01/2016$4.18B
12/2015$4.29B
11/2015$4.39B
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
12/201510.67%35.73%52.29%0.79%
11/201510.87%36.17%51.74%0.69%
10/201510.68%35.88%52.27%0.63%
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

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%]

Nov 29, 2015
JPMorgan Core Bond R6 [25.31%]
JPMorgan Core Plus Bond R6 [12.07%]
JPMorgan Limited Duration Bd R6 [8.19%]
JPMorgan Intrepid America R6 [5.12%]
JPMorgan US Equity R6 [5.12%]
JPMorgan International Rsrch Enh Eq Sel [3.28%]
JPMorgan Floating Rate Income R6 [3.27%]
JPMorgan High Yield R6 [3.25%]
JPMorgan Inflation Managed Bond R6 [2.96%]
JPMorgan Intrepid Growth R6 [2.9%]

Oct 30, 2015
JPMorgan Core Bond Select [25.27%]
JPMorgan Core Plus Bond Select [12.07%]
JPMorgan Limited Duration Bd Sel [8.16%]
JPMorgan Intrepid America Sel [5.09%]
JPMorgan US Equity Sel [5.08%]
JPMorgan Floating Rate Income Select [3.39%]
JPMorgan International Rsrch Enh Eq Sel [3.3%]
JPMorgan Inflation Managed Bond Select [2.94%]
JPMorgan Intrepid Growth Sel [2.89%]
JPMorgan High Yield Select [2.86%]
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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