GAOCX Mutual Fund

GAOCX Mutual Fund (JPMorgan Global Allocation Fund Class C) is managed by J.P. Morgan Asset Management with $73.7M in net assets. GAOCX expense ratio is 1.53%, holding 1606 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2011-05-31.

GAOCX performance shows a YTD return of 0.82%. The 1-year return is 1.98% and the 5-year return is 2.57%. GAOCX dividend yield stands at 2.27%, paid quarterly.

GAOCX 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 GAOCX holdings, GAOCX sectors, or GAOCX dividends.

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