JPMorgan Investor Conservative Growth FundONCFX
Type
Mutual fund
Peer group
Allocation
Net assets
$4.2B
Expense ratio
0.67%
1-year return
+6.8%
3 years, a year
+8.8%
5 years, a year
+3.6%
12-month yield
4.26%
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 ONCFX.
- ONCFX overview
- ONCFX holdings
- ONCFX risk
- ONCFX costs
- ONCFX money in and out
- ONCFX share classes
- Compare ONCFX 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.