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Why JPMorgan Global Allocation Is on Our Radar

Experienced management, deep resources, a robust asset-allocation process, and a good price make this fund worth a look for investors seeking a flexible strategy.


Leo Acheson: JPMorgan Global Allocation is on our radar because it's run by an experienced management team with a strong track record running asset-allocation strategies. Jeff Geller, who is CIO of JPMorgan's more than 100-person multiasset solutions team, is the lead manager. He oversees various strategies at the firm, including its SmartRetirement target-date series, which receives a Silver Morningstar Analyst Rating, and won Morningstar's 2014 Allocation Fund Manager of the Year award. The team's deep resources and robust asset-allocation process bode well for the fund.

With very broad allocation ranges and a focus on capital appreciation, JPMorgan Global Allocation represents the firm's best thinking across asset classes and regions. Stocks and bonds can each take anywhere from 10% to 90% of assets, and cash can grow to 80%. To keep risk in check, the managers aim to roughly match the volatility of a 60-40 MSCI World-Barclays Aggregate Bond Index.

Leo Acheson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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