OIBFX Mutual Fund (JPMorgan Investor Balanced Fund Class I) is managed by J.P. Morgan Asset Management with $422.2M in net assets. OIBFX expense ratio is 0.69%, holding 26 positions across sectors including Unknown, Financials. Inception date: 1996-12-10.

OIBFX performance shows a YTD return of 2.69%. The 1-year return is 12.16% and the 5-year return is 5.76%. OIBFX dividend yield stands at 6.10%, paid quarterly.

OIBFX top holdings include Jpmorgan Core Bond Fund, Class R6 (23.1%), Jpmorgan Core Plus Bond Fund, Class R6 (12.3%), U.S. Equity Fund, Class R6 (8.4%), Jpmorgan Income Fund, Class R6 (5.4%), JPMorgan International Research Enhanced Equity ETF (5.3%). View all OIBFX holdings, sector breakdown, or dividend history.

OIBFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OIBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.