JPMorgan Investor Balanced Fund Class I (OIBFX) - Allocation--50% to 70% Equity fund with $5.83 Billion in assets. The fund allocates 74.21% 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 22.32% of total assets. This is followed by JPMorgan Core Plus Bond Fund, Class R6 (11.51%) and JPMorgan U.S. Equity Fund, Class R6 (8.11%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| JPMorgan Core Bond Fund, Class R6 | 22.32% | - | - |
| JPMorgan Core Plus Bond Fund, Class R6 | 11.51% | - | - |
| JPMorgan U.S. Equity Fund, Class R6 | 8.11% | - | - |
| JPMorgan Large Cap Growth Fund, Class R6 | 5.56% | - | - |
| JPMorgan International Research Enhanced Equity ETF | 5.49% | - | - |
| JPMorgan U.S. Research Enhanced Equity Fund, Class R6 | 5.10% | - | - |
| JPMorgan Income Fund, Class R6 | 5.18% | - | - |
| JPMorgan U.S. GARP Equity Fund, Class R6 | 3.88% | - | - |
| JPMorgan Large Cap Value Fund, Class R6 | 3.96% | - | - |
| JPMorgan Equity Income Fund, Class R6 | 3.10% | - | - |
| JPMorgan Value Advantage Fund, Class R6 | 3.10% | - | - |
| JPMorgan High Yield Fund, Class R6 | 3.72% | - | - |