JPMorgan Global Allocation's go-anywhere approach isn't for the faint of heart, but it has rewarded investors' patience. Four cheaper share classes are worthy of a renewed Morningstar Analyst Rating of Silver, while the A, C, R2, and R3 share classes get Bronze.
Will GAOAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GAOAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the GAOAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of GAOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.