GAONX Mutual Fund

GAONX Mutual Fund (JPMorgan Global Allocation Fund Class R2) is managed by J.P. Morgan Asset Management with $1.8M in net assets. GAONX expense ratio is 1.40%, holding 1606 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2011-05-31.

GAONX performance shows a YTD return of 0.93%. The 1-year return is 2.09% and the 5-year return is 2.71%. GAONX dividend yield stands at 2.37%, paid quarterly.

GAONX 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 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.