About GAOSX
JPMorgan Global Allocation Fund Class I is a multi-asset mutual fund designed to maximize long-term total return by investing globally across equities, fixed income, and alternative asset classes. Managed by an experienced team leveraging insights from in-house asset specialists, the fund employs a flexible strategy that allocates capital to its highest conviction investment ideas worldwide. It dynamically balances exposure between U.S. equities, international stocks, global government bonds, high yield bonds, and emerging markets, while also incorporating alternative investments to help manage risk and enhance diversification. This approach allows the fund to respond to evolving market conditions and pursue opportunities regardless of region or asset class. The fund is notable for its risk-managed process, disciplined tactical shifts, and commitment to diversified, multi-asset allocations. As a result, it plays a significant role for institutional and individual investors seeking broad diversification, global exposure, and professional management within a single investment vehicle in the global allocation category.
Fund Family JPMorgan
Category Flexible Portfolio
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GAOSX
Share Class Class I
Index MSCI AC World NR USD
GAOSX had a total return of 10.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.88%.
