GAORX Mutual Fund

GAORX Mutual Fund (JPMorgan Global Allocation Fund Class R5) is managed by J.P. Morgan Asset Management with $24,730.94 in net assets. GAORX expense ratio is 0.75%, holding 1963 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2018-10-01.

GAORX performance shows a YTD return of 3.56%. The 1-year return is 9.87% and the 5-year return is 4.02%. GAORX dividend yield stands at 8.83%, paid quarterly.

GAORX 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 GAORX holdings, GAORX sectors, or GAORX dividends.

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