ONCFX : JPMorgan Investor Conservative Growth Fund Class I

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


JPMorgan Investor Conservative Growth 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
  • oncfx
  • Mutual Fund
  • Allocation
  • All-In-One

JPMorgan Investor Conservative Growth 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 income and capital appreciation by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in fixed income and equity 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 70% in income securities and 30% in equity securities.

Largest Holdings

Amount Holding
31.47% JPMorgan Core Bond R6
12.03% JPMorgan Core Plus Bond R6
8.67% JPMorgan Limited Duration Bd R6
4.70% JPMorgan US Equity R6
4.55% JPMorgan Income R6
3.48% JPMorgan International Rsrch Enh Eq R6
2.94% JPMorgan Large Cap Growth R6
2.65% JPMorgan High Yield R6
2.47% JPMorgan Intrepid Growth R6
2.23% JPMorgan Equity Income R6
2.09% JPMorgan Value Advantage R6
1.95% JPMorgan Floating Rate Income R6
1.74% JPMorgan Strategic Income Opports R6
1.70% JPMorgan Inflation Managed Bond R6
1.64% JPMorgan US Research Enhanced Equity R6
1.58% JPMorgan Market Expansion Enh Idx R6
1.56% JPMorgan Emerging Markets Equity R6
1.33% JPMorgan Systematic Alpha R6
1.23% JPMorgan Global Research Enhanced Idx R6
1.18% JPMorgan Emerging Mkts Rsrch Enh Eq R6
1.06% JPMorgan Government Bond R6
1.06% JPMorgan Large Cap Value R6
1.06% JPMorgan Mid Cap Growth R6
0.91% JPMorgan Small Cap Value R6
0.90% JPMorgan Unconstrained Debt R6

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