About GAOZX
JPMorgan Global Allocation Fund Class R6 is a globally diversified mutual fund designed to maximize long-term total return. As a member of the world allocation category, the fund has significant flexibility to invest across a wide spectrum of asset classes, including equities, fixed income securities, and alternative investments spanning both developed and emerging markets worldwide. Notably, its portfolio can dynamically shift focus, with equity and bond allocations each ranging from 10% to 90%, and up to 60% in alternative assets, reflecting a highly adaptable investment strategy. The fund maintains at least 30% exposure to non-U.S. assets, emphasizing its international scope. Managed by J.P. Morgan Asset Management, it aims to outperform a custom benchmark blending global equities and bonds, seeking to deliver steady returns while managing volatility. GAOZX appeals to institutional investors looking for a comprehensive, risk-managed solution to global asset allocation, supported by a substantial asset base and a disciplined, research-driven process. The fund's quarterly distributions and competitive expense ratio further underline its institutional focus and commitment to long-term, risk-adjusted performance.
Fund Family JPMorgan
Category Flexible Portfolio
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GAOZX
Share Class Class R6
Index MSCI AC World NR USD
GAOZX had a total return of 10.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.63%.
