JPMorgan Investor Balanced Fund Class A (OGIAX) - Allocation--50% to 70% Equity fund with $5.88 Billion in assets. The fund allocates 75.66% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is JPMorgan Core Bond Fund, Class R6 at 23.14% of total assets. This is followed by JPMorgan Core Plus Bond Fund, Class R6 (12.30%) and JPMorgan U.S. Equity Fund, Class R6 (8.42%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| JPMorgan Core Bond Fund, Class R6 | 23.14% | - | - |
| JPMorgan Core Plus Bond Fund, Class R6 | 12.30% | - | - |
| JPMorgan U.S. Equity Fund, Class R6 | 8.42% | - | - |
| JPMorgan Large Cap Growth Fund, Class R6 | 5.12% | - | - |
| JPMorgan International Research Enhanced Equity ETF | 5.29% | - | - |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 5.21% | - | - |
| JPMorgan Income Fund, Class R6 | 5.44% | - | - |
| JPMorgan U.S. GARP Equity Fund, Class R6 | 3.58% | - | - |
| JPMorgan Large Cap Value Fund, Class R6 | 4.06% | - | - |
| JPMorgan Equity Income Fund, Class R6 | 3.10% | - | - |
| JPMorgan Value Advantage Fund, Class R6 | 3.23% | - | - |
| JPMorgan High Yield Fund, Class R6 | 3.81% | - | - |