Jpmorgan investor balanced

Jpmorgan investor balanced DEFAULT

All four funds in the JPMorgan Investor target-risk series--JP Morgan Investor Conservative Growth, JP Morgan Investor Balanced, JP Morgan Investor Growth & Income, and JP Morgan Growth--earn Average ratings for People and Process, driving Morningstar Analyst Ratings of Neutral across all share classes.

Lead manager Ove Fladberg compiles all-in-one portfolios that cautious investors can own comfortably. Because investors tend to fear volatility and sell at the wrong time, Fladberg seeks downside protection and sound risk/return profiles; the funds’ Sharpe ratios testify to those qualities. That said, the funds often lag peers and indexes in strong rallies. All in, the two lower-risk funds have lagged category indexes on Fladberg’s watch, while the higher-risk funds have topped their bogies. These funds-of-funds are sedate fundamentally. Their equity/bond splits are largely stable: 30/70 for Conservative Growth; 50/50 for Balanced; 70/30 for Growth & Income; 90/10 for Growth. While J.P. Morgan’s three- to five-year market and business cycle forecasts drive tactical changes, they’re subdued--rarely more than a few percentage points of change. The Columbus-based Asset Management Solutions team has worked together for a long time and many of the members have decades of experience. That said, in early 2020 it lost a portfolio manager who had significant responsibilities, and sometimes it takes time to see how well shifting duties work out.

This group of funds has made strides since Fladberg became lead portfolio manager in 2014. The funds-of-funds once had an unwieldy 40 holdings each, but that’s below 30 now. The Investor funds used to buy constituent funds with low asset bases, short histories or both. Most funds owned now are more proven, following J.P. Morgan’s “shrink to grow” mandate that led to the liquidation or merging of some former constituent funds.

These funds have gradually improved the past few years, and if they stabilize may become good one-fund options.

Sours: https://www.morningstar.com/funds/xnas/ogiax/quote

JPMorgan Investor Balanced Fund Class C Fund , OGBCX

Maximum Loss 5 Years-12.01 R-Squared (R²) 10 Years0.67 Trailing Return 1 Month-2.56 Maximum Loss 10 Years-12.01 Average Loss 10 Years-1.70 Sortino Ratio 3 Years1.12 Information Ratio 5 Years0.68 Risk adjusted Return 3 Years6.52 Treynor Ratio 3 Years15.03 Batting Average 10 Years65.83 Sortino Ratio 5 Years1.28 Trailing Return Since Inception5.81 Trailing Return 5 Years7.59 Alpha 3 Years6.36 Information Ratio 1 Year2.11 R-Squared (R²) 1 Year17.55 Correlation 5 Years9.38 Trailing Performance 5 Years53.85 Capture Ratio Up 1 Year700.05 Average Loss 3 Years-2.97 Alpha 1 Year15.75 Treynor Ratio 5 Years19.10 Batting Average 10 Years65.83 Correlation 1 Year41.90 Information Ratio 1 Year2.11 High 1 Year17.11 Sortino Ratio 5 Years1.28 Batting Average 10 Years65.83 Correlation 3 Years9.89 Treynor Ratio 15 Years9.94 Trailing Performance 1 Week1.62 Trailing Return Since Inception5.68 Batting Average 15 Years61.67 Trailing Return 6 Months2.55 Beta 20 Years0.25 Alpha 3 Years6.36 Batting Average 1 Year66.67 Trailing Return 1 Month-0.75 Sortino Ratio 10 Years1.57 Treynor Ratio 10 Years23.87 Risk adjusted Return 3 Years6.52 Average Loss 5 Years-2.17 Tracking Error 20 Years8.26 Maximum Loss 1 Year-2.56 Capture Ratio Up 1 Year700.05 Sortino Ratio 20 Years0.90 Capture Ratio Down 1 Year-5.07 Capture Ratio Up 3 Years228.40 Treynor Ratio 10 Years23.87 Risk adjusted Return 3 Years6.52 Average Loss 3 Years-2.97 Trailing Return 9 Months6.11 Maximum Loss 1 Year-2.56 Trailing Return 8 Years9.10 Batting Average 5 Years70.00 Average Gain 1 Year2.05 Sortino Ratio 15 Years0.90 Trailing Return YTD - Year to Date12.03 R-Squared (R²) 5 Years0.88 Information Ratio 10 Years0.71 Tracking Error 1 Year7.58 Average Gain 15 Years1.84 Tracking Error 5 Years8.68 Treynor Ratio 1 Year7.45 Trailing Return 2 Months1.42 Trailing Return YTD - Year to Date11.98 Average Gain 3 Years2.17 Average Gain 3 Years2.17 Information Ratio 5 Years0.68 Maximum Loss 5 Years-12.01 Beta 3 Years0.52 R-Squared (R²) 10 Years0.67 Average Loss 1 Year-1.23 Trailing Return 8 Years7.00 Information Ratio 20 Years0.26 Correlation 5 Years9.38 Batting Average 3 Years63.89 Treynor Ratio 15 Years9.94 Correlation 10 Years8.19 Maximum Loss 3 Years-12.01 Average Loss 10 Years-1.70 Beta 1 Year2.09 Risk adjusted Return 10 Years6.78 R-Squared (R²) 3 Years0.98 Capture Ratio Up 1 Year700.05 Treynor Ratio 20 Years18.78 Low 1 Year13.99 Average Loss 20 Years-1.93 Information Ratio 15 Years0.27 Capture Ratio Down 5 Years71.04 Alpha 10 Years6.88 Trailing Return 2 Years8.61 Capture Ratio Down 10 Years36.06 Risk adjusted Return Since Inception6.62 Trailing Return 10 Years9.67 Sortino Ratio 15 Years0.90 Beta 3 Years0.52 Risk adjusted Return 5 Years6.40 Alpha 10 Years6.88 Trailing Return 6 Years7.38 Trailing Return 2 Months-1.46 Average Gain 20 Years1.72 Batting Average 15 Years61.67 Average Gain 10 Years1.72 R-Squared (R²) 20 Years0.68 Batting Average 1 Year66.67 Capture Ratio Up 5 Years223.18 Trailing Return 6 Months3.46 Treynor Ratio 10 Years23.87 Alpha 10 Years6.88 Batting Average 5 Years70.00 Average Loss 1 Year-1.23 Beta 1 Year2.09 Capture Ratio Down 20 Years41.11 Average Loss 15 Years-2.03 Trailing Return 3 Months1.55 Sortino Ratio 15 Years0.90 Information Ratio 3 Years0.42 Risk adjusted Return Since Inception6.62 Trailing Return 2 Years8.31 Beta 1 Year2.09 Trailing Return 9 Years7.26 Capture Ratio Up 5 Years223.18 Maximum Loss 15 Years-27.65 Correlation 10 Years8.19 Capture Ratio Down 1 Year-5.07 Average Gain 10 Years1.72 Capture Ratio Up 20 Years116.45 Beta 10 Years0.31 Capture Ratio Down 3 Years343.46 Alpha 15 Years3.88 Maximum Loss 15 Years-27.65 Beta 5 Years0.38 Tracking Error 3 Years10.75 Treynor Ratio 20 Years18.78 Beta 15 Years0.51 Trailing Performance 2 Years27.48 Sortino Ratio 10 Years1.57 Trailing Return 1 Month-0.77 Trailing Return 8 Years7.42 Trailing Return 10 Years8.36 Performance Current Year8.16 Tracking Error 1 Year7.58 Trailing Return 9 Months11.98 Correlation 15 Years14.34 Maximum Loss 15 Years-27.65 Trailing Return Since Inception3.88 Capture Ratio Down 20 Years41.11 Information Ratio 3 Years0.42 Maximum Loss 20 Years-27.65 Alpha 20 Years4.27 Average Loss 1 Year-1.23 Trailing Return 6 Years7.54 Correlation 15 Years14.34 R-Squared (R²) 3 Years0.98 Beta 3 Years0.52 Batting Average 3 Years63.89 Trailing Return 10 Years8.07 Correlation 15 Years14.34 Treynor Ratio 3 Years15.03 Trailing Return 5 Years8.42 Capture Ratio Down 20 Years41.11 Average Gain 5 Years1.73 Trailing Return 15 Years3.94 Sortino Ratio 1 Year5.44 Trailing Return 15 Years6.01 Average Gain 1 Year2.05 Average Loss 10 Years-1.70 Trailing Return 1 Year17.02 Capture Ratio Down 3 Years343.46 Beta 5 Years0.38 Capture Ratio Up 3 Years228.40 Tracking Error 5 Years8.68 Trailing Return 4 Years7.02 Trailing Performance 1 Month0.38 Maximum Loss 10 Years-12.01 Treynor Ratio 15 Years9.94 Capture Ratio Down 10 Years36.06 Treynor Ratio 1 Year7.45 Sortino Ratio 20 Years0.90 Batting Average 20 Years61.25 R-Squared (R²) 15 Years2.06 Average Loss 3 Years-2.97 Trailing Return 7 Years6.39 Alpha 5 Years6.84 Risk adjusted Return 5 Years6.40 Alpha 3 Years6.36 Tracking Error 3 Years10.75 Average Gain 5 Years1.73 Capture Ratio Down 10 Years36.06 Capture Ratio Up 15 Years147.08 Correlation 3 Years9.89 Capture Ratio Up 20 Years116.45 Tracking Error 15 Years8.60 Batting Average 20 Years61.25 Trailing Return 3 Years8.98 Information Ratio 20 Years0.26 Average Gain 5 Years1.73 Beta 10 Years0.31 Maximum Loss 20 Years-27.65 Tracking Error 10 Years7.79 Alpha 1 Year15.75 Alpha 20 Years4.27 Trailing Return 3 Years7.24 Correlation 20 Years8.24 Trailing Return 15 Years6.64 Treynor Ratio 20 Years18.78 Trailing Performance 4 Years37.46 Maximum Loss 20 Years-27.65 Trailing Performance 3 Months1.34 Information Ratio 5 Years0.68 Beta 5 Years0.38 R-Squared (R²) 15 Years2.06 Performance since Inception335.30 Capture Ratio Down 15 Years117.68 Information Ratio 15 Years0.27 Trailing Return 6 Months4.92 Average Gain 15 Years1.84 Average Gain 20 Years1.72 Average Gain 3 Years2.17 Capture Ratio Up 20 Years116.45 Sortino Ratio 10 Years1.57 Correlation 3 Years9.89 R-Squared (R²) 1 Year17.55 Tracking Error 5 Years8.68 Maximum Loss 3 Years-12.01 Capture Ratio Down 1 Year-5.07 Capture Ratio Down 15 Years117.68 Capture Ratio Up 10 Years204.37 Trailing Return 3 Months0.16 Batting Average 5 Years70.00 Capture Ratio Up 15 Years147.08 Trailing Return 4 Years8.54 Batting Average 20 Years61.25 Average Loss 15 Years-2.03 Tracking Error 10 Years7.79 Low 1 Year15.00 Beta 10 Years0.31 Average Gain 10 Years1.72 High 1 Year15.96 Beta 15 Years0.51 Alpha 15 Years3.88 Trailing Return 9 Years8.52 Tracking Error 20 Years8.26 Trailing Return 2 Months0.82 Treynor Ratio 5 Years19.10 Trailing Return 7 Years6.75 Correlation 20 Years8.24 R-Squared (R²) 20 Years0.68 Information Ratio 15 Years0.27 Information Ratio 1 Year2.11 Trailing Return 3 Years8.90 Tracking Error 20 Years8.26 Trailing Return 1 Year15.65 Trailing Return 6 Years8.21 Average Loss 5 Years-2.17 Risk adjusted Return Since Inception6.62 Maximum Loss 10 Years-12.01 Trailing Return 2 Years11.99 Information Ratio 20 Years0.26 Average Gain 15 Years1.84 Sortino Ratio 1 Year5.44 Correlation 1 Year41.90 Maximum Loss 3 Years-12.01 Information Ratio 10 Years0.71 Average Loss 20 Years-1.93 Batting Average 1 Year66.67 Tracking Error 3 Years10.75 Trailing Return 1 Year17.43 Trailing Return 20 Years4.76 Tracking Error 10 Years7.79 Tracking Error 15 Years8.60 Capture Ratio Up 5 Years223.18 Risk adjusted Return 5 Years6.40 Trailing Return 20 Years3.16 Trailing Performance 10 Years111.98 Correlation 10 Years8.19 Tracking Error 15 Years8.60 Trailing Return 7 Years8.08 R-Squared (R²) 3 Years0.98 Alpha 20 Years4.27 Capture Ratio Down 5 Years71.04 Tracking Error 1 Year7.58 Capture Ratio Down 5 Years71.04 R-Squared (R²) 1 Year17.55 R-Squared (R²) 15 Years2.06 Low 1 Year12.94 Capture Ratio Up 15 Years147.08 Capture Ratio Up 3 Years228.40 Information Ratio 10 Years0.71 Sortino Ratio 1 Year5.44 Trailing Return 5 Years7.75 Correlation 5 Years9.38 Treynor Ratio 1 Year7.45 Information Ratio 3 Years0.42 Average Gain 1 Year2.05 Maximum Loss 1 Year-2.56 Batting Average 15 Years61.67 Alpha 1 Year15.75 R-Squared (R²) 20 Years0.68 Sortino Ratio 3 Years1.12 Trailing Return 9 Years7.18 Treynor Ratio 3 Years15.03 Correlation 20 Years8.24 High 1 Year14.76 Alpha 5 Years6.84 Beta 15 Years0.51 Average Loss 20 Years-1.93 Average Gain 20 Years1.72 Average Loss 15 Years-2.03 R-Squared (R²) 5 Years0.88 R-Squared (R²) 10 Years0.67 Trailing Return 20 Years6.03 Risk adjusted Return 10 Years6.78 Sortino Ratio 20 Years0.90 Trailing Return YTD - Year to Date6.11 Trailing Performance 3 Years36.41 Risk adjusted Return 10 Years6.78 Sortino Ratio 3 Years1.12 Treynor Ratio 5 Years19.10 Trailing Performance 6 Months2.53 Trailing Performance 1 Year15.37 R-Squared (R²) 5 Years0.88 Batting Average 3 Years63.89 Trailing Return 3 Months-0.76 Trailing Return 4 Years8.00 Maximum Loss 5 Years-12.01 Capture Ratio Down 15 Years117.68 Alpha 5 Years6.84 Average Loss 5 Years-2.17 Beta 20 Years0.25 Sortino Ratio 5 Years1.28 Capture Ratio Up 10 Years204.37 Alpha 15 Years3.88 Trailing Return 9 Months12.03 Capture Ratio Up 10 Years204.37 Correlation 1 Year41.90 Capture Ratio Down 3 Years343.46 Beta 20 Years0.25
Sours: https://markets.businessinsider.com/funds/jpmorgan-investor-balanced-fund-class-c-us4812c22050
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This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.

INFORMATION REGARDING MUTUAL FUNDS/ETF:

Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or download it from this site.

J.P. Morgan Funds and J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRAFINRA's BrokerCheck

INFORMATION REGARDING COMMINGLED FUNDS:

For additional information regarding the Commingled Pension Trust Funds of JPMorgan Chase Bank, N.A., please contact your J.P. Morgan Asset Management representative.

The Commingled Pension Trust Funds of JPMorgan Chase Bank N.A. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. under a declaration of trust. The funds are not required to file a prospectus or registration statement with the SEC, and accordingly, neither is available. The funds are available only to certain qualified retirement plans and governmental plans and is not offered to the general public. Units of the funds are not bank deposits and are not insured or guaranteed by any bank, government entity, the FDIC or any other type of deposit insurance. You should carefully consider the investment objectives, risk, charges, and expenses of the fund before investing.

INFORMATION FOR ALL SITE USERS:

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Telephone calls and electronic communications may be monitored and/or recorded.
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Sours: https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-investor-balanced-fund-i-4812c2304
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This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.

INFORMATION REGARDING MUTUAL FUNDS/ETF:

Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or download it from this site.

J.P. Morgan Funds and J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRAFINRA's BrokerCheck

INFORMATION REGARDING COMMINGLED FUNDS:

For additional information regarding the Commingled Pension Trust Funds of JPMorgan Chase Bank, N.A., please contact your J.P. Morgan Asset Management representative.

The Commingled Pension Trust Funds of JPMorgan Chase Bank N.A. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. under a declaration of trust. The funds are not required to file a prospectus or registration statement with the SEC, and accordingly, neither is available. The funds are available only to certain qualified retirement plans and governmental plans and is not offered to the general public. Units of the funds are not bank deposits and are not insured or guaranteed by any bank, government entity, the FDIC or any other type of deposit insurance. You should carefully consider the investment objectives, risk, charges, and expenses of the fund before investing.

INFORMATION FOR ALL SITE USERS:

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Telephone calls and electronic communications may be monitored and/or recorded.
Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies at https://www.jpmorgan.com/privacy.

If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. 

Copyright © 2021 JPMorgan Chase & Co., All rights reserved

Sours: https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-investor-balanced-fund-a-4812c1884

Balanced jpmorgan investor

CategoryMix Tgt All Mod
Portfolio StyleBalanced
Fund FamilyJPMorgan A Class
Fund StatusOpen
Fund InceptionDecember 10, 1996
Manager

Team Managed

The Fund seeks high total return consistent with the preservation of capital by investing 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 invests in JP Morgan equity funds and in income and money market funds.

Front load4.5%
Deferred loadN/A
Max. redemption feeN/A
Total expense ratio0.56%
12 b-10.25%
Turnover6%
Alpha0.07
Beta0.56
Standard deviation3.05
R. squared0.94
Standard (taxable)$1,000
IRAN/A
Fund ReturnCategory1Index (S&P 500)% rank in categoryQuintile rank
YTD8.84%9.64%21.70%62%4
1yr16.91%17.61%33.84%57%3
3yr211.63%10.76%19.89%33%2
5yr29.59%8.90%18.28%35%2
10yr28.48%8.14%16.41%44%3
  • 1Mixed-Asset Target Allocation Moderate
  • 23, 5 and 10 Year Returns are Annualized

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Jpmorgan Investor Balanced Fund Class A: (MF: OGIAX)

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