GAOCX Mutual Fund
GAOCX Mutual Fund
GAOCX Mutual Fund
JPMorgan Global Allocation Fund Class C
GAOCX Mutual Fund Overview
GAOCX Mutual Fund (JPMorgan Global Allocation Fund Class C) is managed by J.P. Morgan Asset Management with $84.3M in net assets. GAOCX expense ratio is 1.53%, holding 1963 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2011-05-31.
GAOCX performance shows a YTD return of 3.13%. The 1-year return is 9.08% and the 5-year return is 3.23%. GAOCX dividend yield stands at 8.43%, paid quarterly.
GAOCX top holdings include Jpmorgan Prime Money Market Fund, Class Institutional (10.0%), Jpmorgan Income Fund, Class R6 (4.0%), Jpmorgan Income ETF (3.4%), Treasury Note (Otr) 4.13% Jan 31, 2027 (2.6%), Nvidia Corp. (2.0%). 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.