About GAOAX
JPMorgan Global Allocation Fund Class A is a global allocation mutual fund designed with significant flexibility to invest across a wide spectrum of asset classes. Its primary objective is to maximize long-term total return by actively allocating capital among equities, fixed income securities, and alternative investments, drawing from both U.S. and international markets. The portfolio's asset mix dynamically adjusts in response to shifts in market outlook and economic conditions, with equity exposure historically ranging from about 34% to 75%. As of April 2024, the fund held about 64% equities, incorporating investments in the U.S., developed international, and emerging markets. In recent years, portfolio managers have tactically introduced and removed sleeves, such as a temporary allocation to China A-shares and a dedicated high-yield bond segment, in alignment with global economic trends and risk assessments. The fund’s flexible strategy enables it to pursue opportunities across market cycles, balancing growth prospects with risk mitigation. It is benchmarked against a blended index composed of global equities and bonds, emphasizing its diversified, adaptive approach within the global asset allocation category.
Fund Family JPMorgan
Category Flexible Portfolio
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GAOAX
Share Class Class A
Index MSCI AC World NR USD
GAOAX had a total return of 13.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.40%.
