GAOTX Mutual Fund

GAOTX Mutual Fund (JPMorgan Global Allocation Fund Class R3) is managed by J.P. Morgan Asset Management with $239,927.46 in net assets. GAOTX expense ratio is 1.15%, holding 1606 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2018-10-01.

GAOTX performance shows a YTD return of 2.25%. The 1-year return is 11.34% and the 5-year return is 8.26%. GAOTX dividend yield stands at 4.48%, paid quarterly.

GAOTX 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 GAOTX holdings, GAOTX sectors, or GAOTX dividends.

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