OIBFX : JPMorgan Investor Balanced Fund Class I

OIBFX is a Allocation Market All-In-One with LOW fees.


JPMorgan Investor Balanced Fund Class I

FI Score

80 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

80% FI Score
  • oibfx
  • Mutual Fund
  • Allocation
  • All-In-One

JPMorgan Investor Balanced Fund Class I

Expenses: 0.27% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks high total return consistent with the preservation of capital by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity and fixed income securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 50% in income securities and 50% in equity securities.

Largest Holdings

Amount Holding
21.67% JPMorgan Core Bond R6
9.45% JPMorgan US Equity R6
9.36% JPMorgan Core Plus Bond R6
5.89% JPMorgan Large Cap Growth R6
5.05% JPMorgan International Rsrch Enh Eq R6
4.42% JPMorgan Limited Duration Bd R6
3.52% JPMorgan Intrepid Growth R6
3.51% JPMorgan Market Expansion Enh Idx R6
3.49% JPMorgan Income R6
3.23% JPMorgan Global Research Enhanced Idx R6
2.96% JPMorgan Equity Income R6
2.76% JPMorgan Value Advantage R6
2.68% JPMorgan High Yield R6
2.49% JPMorgan Large Cap Value R6
2.30% JPMorgan US Research Enhanced Equity R6
2.18% JPMorgan Emerging Markets Equity R6
1.59% JPMorgan Strategic Income Opports R6
1.53% JPMorgan Emerging Mkts Rsrch Enh Eq R6
1.47% JPMorgan Europe Dynamic R6
1.46% JPMorgan Floating Rate Income R6
1.39% JPMorgan Inflation Managed Bond R6
1.20% JPMorgan International Equity R6
1.10% JPMorgan Small Cap Value R6
1.03% JPMorgan Mid Cap Growth R6
0.90% JPMorgan Emerging Markets Debt R6

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