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 95 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 | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ONCFX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | ONCFX vs FYMIX |
Best Risk-Adjusted Alternatives to ONCFX
ONCFX has a PortfoliosLab risk / return rank of 59. There are 327 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 | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | ONCFX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ONCFX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | ONCFX vs FSRKX |
Top Performing ONCFX Alternatives (YTD)
ONCFX is at 3.57% YTD. There are 479 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | ONCFX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | ONCFX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | ONCFX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | ONCFX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | ONCFX vs DGIFX |
Lowest Volatility Alternatives to ONCFX
ONCFX has 4.86% 1-year volatility. There are 48 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 Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | ONCFX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | ONCFX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | ONCFX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | ONCFX vs CSTAX |
Lowest Drawdown Alternatives to ONCFX
ONCFX has a 1-year max drawdown of -4.24%. There are 71 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | ONCFX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | ONCFX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | ONCFX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | ONCFX vs FSIRX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 20 | 7.96% | — | Nov 2010 | ONCFX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | ONCFX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | ONCFX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | ONCFX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | ONCFX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | ONCFX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | ONCFX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | ONCFX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | ONCFX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | ONCFX vs VHIAX |
Often Compared With ONCFX
Investors most often compare ONCFX with SWPPX, BLNDX, FSRRX. These 5 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 73 | 11.69% | 145.00B | May 1997 | ONCFX vs SWPPX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | ONCFX vs BLNDX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 96 | 8.69% | — | Sep 2005 | ONCFX vs FSRRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 95 | 8.65% | — | Sep 2005 | ONCFX vs FSRTX | |
| PGIM Real Assets Fund | Diversified Portfolio | 89 | 13.05% | — | Dec 2010 | ONCFX vs PUDZX |
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