GAORX Mutual Fund
GAORX Mutual Fund
JPMorgan Global Allocation Fund Class R5
GAORX Mutual Fund Overview
GAORX Mutual Fund (JPMorgan Global Allocation Fund Class R5) is managed by J.P. Morgan Asset Management with $23,922.23 in net assets. GAORX expense ratio is 0.75%, holding 1963 positions across sectors including Unknown, Other, Financials. Inception date: 2018-10-01.
GAORX performance shows a YTD return of 4.28%. The 1-year return is 10.11% and the 5-year return is 4.13%. GAORX dividend yield stands at 2.37%, paid quarterly.
GAORX top holdings include Jpmorgan Prime Money Market Fund, Class Institutional (10.0%), Jpmorgan Income Fund, Class R6 (4.0%), Jpmorgan Income Etf (3.4%), Us Treasury N/B 01/27 4.125 (2.6%), Nvidia Corp (2.0%). View all GAORX holdings, sector breakdown, or dividend history.
GAORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GAORX alternatives are available via the screener, along with tax-loss harvesting opportunities.