GAOTX Mutual Fund

GAOTX Mutual Fund (JPMorgan Global Allocation Fund Class R3) is managed by J.P. Morgan Asset Management with $523,035.14 in net assets. GAOTX expense ratio is 1.15%, holding 1963 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2018-10-01.

GAOTX performance shows a YTD return of 3.32%. The 1-year return is 9.46% and the 5-year return is 3.43%. GAOTX dividend yield stands at 8.60%, paid quarterly.

GAOTX 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 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.