GAOAX Mutual Fund

GAOAX Mutual Fund (JPMorgan Global Allocation Fund Class A) is managed by J.P. Morgan Asset Management with $669.4M in net assets. GAOAX expense ratio is 1.03%, holding 1606 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2011-05-31.

GAOAX performance shows a YTD return of 1.25%. The 1-year return is 2.48% and the 5-year return is 3.08%. GAOAX dividend yield stands at 2.66%, paid quarterly.

GAOAX top holdings include Jpmorgan Income Etf  (5.4%), Cash (5.0%), Jpm Betabuilders Japan ETF (3.9%), Jpmorgan Income Fund, Class R6 (3.5%), Jpmorgan Mortgage-Backed Securities Fund (3.2%). Go to all GAOAX holdings, GAOAX sectors, or GAOAX dividends.

GAOAX can be compared against other funds. Use GAOAX overlap to find shared positions, or GAOAX vs another fund for a side-by-side view. GAOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.