JPMorgan Investor Conservative Growth Fund (ONCFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ONCFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ONCFX
ONCFX charges 0.32% annually. There are 97 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | ONCFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ONCFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ONCFX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | ONCFX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ONCFX vs BWBIX |
Best Risk-Adjusted Alternatives to ONCFX
ONCFX has a PortfoliosLab risk / return rank of 48. There are 398 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | ONCFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ONCFX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ONCFX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | ONCFX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | ONCFX vs FSRRX |
Top Performing ONCFX Alternatives (YTD)
ONCFX is at 2.88% YTD. There are 493 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | ONCFX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | ONCFX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | ONCFX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | ONCFX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | ONCFX vs BRUFX |
Lowest Volatility Alternatives to ONCFX
ONCFX has 5.35% 1-year volatility. There are 62 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | ONCFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | ONCFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | ONCFX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | ONCFX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ONCFX vs CSTAX |
Lowest Drawdown Alternatives to ONCFX
ONCFX has a 1-year max drawdown of -4.24%. There are 67 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | ONCFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ONCFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ONCFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ONCFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ONCFX vs CSTAX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With ONCFX
Investors most often compare ONCFX with SWPPX, FCSRX, FSIRX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ONCFX with Any Fund or Stock
Compare ONCFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ONCFX with funds that move differently
JPMorgan Investor Conservative Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ONCFX.
Explore ONCFX Diversifiers