JPMorgan Investor Balanced Fund Class A (OGIAX) - Allocation--50% to 70% Equity fund with $5.85 Billion in assets. The fund allocates 76.05% 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 23.27% of total assets. This is followed by JPMorgan Core Plus Bond Fund, Class R6 (12.01%) and JPMorgan U.S. Equity Fund, Class R6 (8.43%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| JPMorgan Core Bond Fund, Class R6 | 23.27% | - | - |
| JPMorgan Core Plus Bond Fund, Class R6 | 12.01% | - | - |
| JPMorgan U.S. Equity Fund, Class R6 | 8.43% | - | - |
| JPMorgan Large Cap Growth Fund, Class R6 | 5.51% | - | - |
| JPMorgan International Research Enhanced Equity ETF | 5.47% | - | - |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 5.24% | - | - |
| JPMorgan Income Fund, Class R6 | 5.21% | - | - |
| JPMorgan U.S. GARP Equity Fund, Class R6 | 3.68% | - | - |
| JPMorgan Large Cap Value Fund, Class R6 | 4.13% | - | - |
| JPMorgan Equity Income Fund, Class R6 | 3.10% | - | - |
| JPMorgan Value Advantage Fund, Class R6 | 3.21% | - | - |
| JPMorgan High Yield Fund, Class R6 | 3.81% | - | - |