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.
JPMorgan Global Allocation I GAOSX
NAV / 1-Day Return
23.62
/
0.08
%
Total Assets
5.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.790%
Expense Ratio
0.800%
Fee Level
Below Average
Longest Manager Tenure
10.40
years
Category
World Allocation
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / LimitedStatus
Open
TTM Yield
1.43%
Turnover
116%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will GAOSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GAOSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the GAOSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of GAOSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Uniquely attuned to the movements of global markets.
