Investment Test Drive

OIBFX JPMorgan Investor Balanced Select

10 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund OIBFX JPMorgan Investor Balanced Select STFBX State Farm Balanced AOR iShares Core Growth Allocation  
100% 88% 88%
Annual Fees
(0.93% Exp. Ratio)
(0.13% Exp. Ratio)
(0.22% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
$25,866.25 $32,924.56 $32,045.98
Est. savings over 30 yrs +$7,058.32 +$6,179.73
As of 9/30/16
1 YR RETURN 8.08%
3 YR 5.51%
5 YR 8.55%
10 YR 5.65%
1 YR RETURN 10.72%
3 YR 7.61%
5 YR 8.87%
10 YR 5.81%
1 YR RETURN 10.02%
3 YR 5.88%
5 YR 9.19%
10 YR --
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.
The investment seeks long-term growth of principal while providing some current income. The fund invests approximately 60% of its total assets in common stocks, and ordinarily limits its common stock investments to no more than 75% of its total assets. Although there is no restriction on the size of companies in which it may invest, ordinarily most of its common stock investments are in companies with market capitalizations of at least $1.5 billion at the time of investment. It ordinarily invests at least 25% of its total assets in fixed income securities, including investment grade bonds issued by U.S. companies and U.S. government and agency obligations.
The investment seeks to track the investment results of the S&P Target Risk Growth Index composed of a portfolio of underlying equity and fixed income funds intended to represent a growth allocation target risk strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Growth Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!