JPMorgan Investor Conservative Growth FundOCGCX
Type
Mutual fund
Peer group
Allocation
Net assets
$4.2B
Expense ratio
1.42%
1-year return
+5.9%
3 years, a year
+8.0%
5 years, a year
+2.9%
12-month yield
3.69%
Holdings
26
What it aims to do.
The Fund 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.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JPMorgan Core Bond Fund | 35.41% |
| JPMorgan Core Plus Bond Fund | 16.34% |
| JPMorgan Income Fund | 6.69% |
| JPMorgan International Research Enhanced Equity ETF | 4.12% |
| JPMorgan Ltd. Duration Bond ETF | 4.02% |
| JPMorgan U.S. Equity Fund | 4.02% |
| JPMorgan High Yield Fund | 2.89% |
| JPMorgan Large Cap Growth Fund | 2.70% |
| JPMorgan U.S. Research Enhanced Equity Fund | 2.51% |
| JPMorgan Equity Income Fund | 2.34% |
More on OCGCX.
- OCGCX overview
- OCGCX holdings
- OCGCX risk
- OCGCX costs
- OCGCX money in and out
- OCGCX share classes
- Compare OCGCX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.