2 / 5 Stars
3 3 4 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#111 in Moderate Allocation
U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.78 percent over the past year, 7.71 percent over the past three years, 13.49 percent over the past five years, and 6.12 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||7.7%|
|5 Years (Annualized)||13.5%|
|10 Years (Annualized)||6.1%|
The investment seeks high total return consistent with the preservation of capital by investing primarily in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity and fixed income securities. The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 50% in income securities and 50% in equity securities.
Fees are Average compared to funds in the same category.
JPMorgan Investor Balanced Fund has an expense ratio of 0.50 percent.
Risk is Low compared to funds in the same category according to Morningstar.