GAOFX Mutual Fund

GAOFX Mutual Fund (JPMorgan Global Allocation Fund Class R4) is managed by J.P. Morgan Asset Management with $667,796.99 in net assets. GAOFX expense ratio is 0.90%, holding 1963 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2018-10-01.

GAOFX performance shows a YTD return of 3.47%. The 1-year return is 9.73% and the 5-year return is 3.69%. GAOFX dividend yield stands at 8.80%, paid quarterly.

GAOFX 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%). Go to all GAOFX holdings, GAOFX sectors, or GAOFX dividends.

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