About GAOTX
JPMorgan Global Allocation Fund R3 Shares is a multi-asset mutual fund designed to maximize long-term total return by pursuing diversified investment opportunities worldwide. Managed by J.P. Morgan’s experienced Multi-Asset Solutions team, the fund employs a flexible, global approach that allocates assets across equities, fixed income, and alternative investments while actively managing risk. Its portfolio construction leverages both the firm’s asset class expertise and high-conviction investment ideas, allowing dynamic shifts in exposure to different regions, sectors, and asset types.
The fund invests in a broad array of securities, including value and growth stocks of companies of all sizes, global government and high-yield bonds, as well as exposure to emerging and developed international markets. The R3 share class offers investors access to this diversified strategy with moderate fees. With significant flexibility in asset allocation, the fund aims to outperform traditional 60/40 equity-bond blends over time while maintaining risk at a comparable level. Its role in the financial market is to serve as a core, globally diversified holding, suitable for investors seeking exposure to a wide range of asset classes and geographies within a single fund structure.
Fund Family JPMorgan
Category Flexible Portfolio
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GAOTX
Share Class Class R3
Index MSCI AC World NR USD
GAOTX had a total return of 10.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.96%.
