GAONX Mutual Fund

GAONX Mutual Fund (JPMorgan Global Allocation Fund Class R2) is managed by J.P. Morgan Asset Management with $1.9M in net assets. GAONX expense ratio is 1.40%, holding 1963 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2011-05-31.

GAONX performance shows a YTD return of 3.16%. The 1-year return is 9.17% and the 5-year return is 3.18%. GAONX dividend yield stands at 8.52%, paid quarterly.

GAONX 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 GAONX holdings, GAONX sectors, or GAONX dividends.

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