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Investor Balanced Fund - C (OGBCX)

Investor Balanced Fund - C (OGBCX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
 
Ove Fladberg| Executive Director Biography

Ove Fladberg is a Chief Investment Officer of Multi-Asset Solutions. As head of the Columbus, OH-based investment team, he has overall responsibility for the JPMorgan Investor Funds as well as other multi-asset and single-asset investment strategies. Ove is the lead portfolio manager for the Investor Funds, a series of multi-asset funds, and a member of the Investor Funds Asset Allocation Committee. As such, he is responsible for asset allocation optimization, portfolio analytics, asset allocation research and manager due diligence for the Funds. Ove previously held various positions within the firm including senior portfolio analyst for the Investment Strategies Team, vice president and wholesaler, and vice president of Personal Financial Services at JPMorgan Chase Bank. Prior to joining the firm in 2003, he was an investment specialist at Charles Schwab & Co. and an investment representative at Edward Jones. Ove earned a Masters of Business and Economics from BI Norwegian School of Management.

Experience
  • Industry Experience, 16 Years
  • Firm Experience, 12 Years
  • Fund Experience, 5 Years
Other funds managed by Ove Fladberg:
 
Michael Loeffler| CFA – Executive Director Biography

Michael Loeffler is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in Columbus. His responsibilities include implementation of the allocation strategy for the JPMorgan Investor Funds, a series of multi-asset funds. In addition, Michael serves as portfolio manager for the U.S. Equity Index strategy and assists in the management of the team’s enhanced index strategies. He is also responsible for producing research and reports to support the asset allocation investment process and performing manager due diligence reviews for the fund selection process. Michael joined the firm in 1999 as an investment operations analyst where he processed One Group mutual fund trades for trust accounts and then joined the current investment team in 2000. Prior to joining the firm, he was a mutual fund accountant at BISYS Fund Services. Michael earned a B.S. in Finance from Ohio University and is a CFA charterholder.

Education
  • B.S., Finance, Ohio University
Experience
  • Industry Experience, 18 Years
  • Firm Experience, 16 Years
  • Fund Experience, 10 Years
Other funds managed by Michael Loeffler:
 
James Sexton| CFA – Managing Director Biography

Jim Sexton is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in Columbus. He is a member of the team managing the JPMorgan Investor Funds, a series of multi-asset funds. An employee of J.P. Morgan Asset Management or its acquired predecessor companies since December 1980, Jim has held various positions in equity research, equity portfolio management, fixed income portfolio management, market and counterparty risk and multi-asset research, asset allocation and portfolio management. Jim focuses on multi-asset strategy and chairs the Investor Fund Asset Allocation Committee. Jim earned a B.S. in Accounting and a M.B.A. in Finance from Arizona State University and is a CFA charterholder.

Education
  • B.S., Accounting and M.B.A., Finance, Arizona State University
Experience
  • Industry Experience, 35 Years
  • Firm Experience, 35 Years
  • Fund Experience, 1 Year
Other funds managed by James Sexton:
 
Nicholas D'Eramo| Vice President Biography

Nicholas D'Eramo is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in Columbus. He is a member of the team managing the JPMorgan Investor Funds, a series of multi-asset funds, and the Strategic Mid-Institutional Asset Allocation Portfolios. In addition, Nick serves as a portfolio manager for the JPMorgan U.S. Equity Index Fund. His responsibilities include research, monitoring and communicating global economic data and trends, portfolio implementation and marketing support. An employee of the firm since 2000, Nick previously held several positions within the firm, including portfolio manager for the JPM International Equity Index Fund, equity trader for Bank One Investment Advisors and senior employee benefits reporting analyst in the Banc One Investment Management Group. Prior to joining the firm, he was a senior mutual fund accountant at BISYS Mutual Fund Services. Nick earned a B.A. in Finance from the University of Toledo and a M.S. in Financial Economics from Ohio University.

Education
  • B.A., Finance, University of Toledo
Experience
  • Industry Experience, 18 Years
  • Firm Experience, 15 Years
  • Fund Experience, 1 Year
Other funds managed by Nicholas D'Eramo:

To achieve its strategy, the Fund may invest in other underlying collective trust funds and exchange-traded funds, so the Fund's investment performance is directly related to the performance of the underlying funds. The investment objective of an underlying funds may differ from, and an underlying funds may have different risks than, the Fund. There is no assurance that the underlying funds will achieve their investment objectives. International investing involves increased risk and volatility due to possibilities of currency exchange rate volatility, political, social or economic instability, foreign taxation and differences in auditing and other financial standards. The Fund may invest a portion of its securities in small-cap stocks. Small-capitalization funds typically carry more risk than stock funds investing in well-established "blue-chip" companies since smaller companies generally have a higher risk of failure. Historically, smaller companies' stock has experienced a greater degree of market volatility than the average stock. The Fund may invest in securities that are below investment grade (i.e., "high yield" or "junk bonds") that are generally rated in the fifth or lower rating categories of Standard & Poor's and Moody's Investors Service. Although these securities tend to provide higher yields than higher-rated securities, there is a greater risk that the Fund's share price will decline.

There may be additional fees or expenses associated with investing in a Fund of Funds strategy.

Asset allocation/diversification does not guarantee investment returns and does not eliminate the risk of loss.

Total return assumes reinvestment of income.