About GAONX
The JPMorgan Global Allocation Fund Class R2 is a global allocation mutual fund designed to maximize long-term total return through a flexible, diversified investment approach. Its mandate allows for significant adaptability in allocating assets across global equities, fixed income instruments, and alternative investments, spanning U.S., developed international, and emerging markets. As of early 2025, the fund’s equity exposure is approximately 64%, with notable allocations to U.S. and international stocks, while its fixed income holdings include a substantial portion in global government and high-yield bonds, reflecting evolving market outlooks and risk appetites.
The fund is benchmarked against a blend of 60% MSCI All Country World Index (net total return) and 40% Bloomberg Global Aggregate ex China Index, providing a broad gauge of global market performance. With a strategy that dynamically adjusts to market conditions, the portfolio’s equity allocation historically ranges from 34% to 75%, allowing for both growth and defensive positioning. The Class R2 shares target retirement and medium-term investors, offering professional asset allocation in a single fund solution with a moderate expense ratio typical of actively managed global allocation strategies.
Fund Family JPMorgan
Category Flexible Portfolio
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol GAONX
Share Class Class R2
Index MSCI AC World NR USD
GAONX had a total return of 5.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.99%.
