About GAORX
JPMorgan Global Allocation Fund Class R5 is a multi-asset mutual fund designed to maximize long-term total return through a flexible global allocation approach. The fund invests across a wide spectrum of asset classes, including U.S. and international equities, global developed government bonds, high yield debt, emerging markets strategies, and income-generating assets. It actively allocates holdings based on market conditions, with recent sector allocations featuring significant exposure to U.S. equities, global government bonds, and high-yield securities, as well as positions in international and emerging markets equities. Managed by J.P. Morgan Investment Management, the fund pursues diversification across currencies, geographies, and asset types, aiming to navigate changing economic environments and reduce overall portfolio risk. Its Class R5 shares are primarily tailored for institutional investors, offering a comparatively low expense ratio for its share class. The fund plays a strategic role in many portfolios as a core holding for investors seeking broad market exposure, risk diversification, and flexible asset management within a single investment solution.
Fund Family JPMorgan
Category Flexible Portfolio
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GAORX
Share Class Class R5
Index MSCI AC World NR USD
GAORX had a total return of 8.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.96%.
