JPMorgan Global Allocation's experienced roster of portfolio managers benefit from the firm's broad resources and sharp analytical tools to shrewdly navigate markets and nimbly implement views. The strategy's institutional, R4, R5, and R6 share classes receive Morningstar Analyst Ratings of Silver, while its A, C, R2, and R3 share classes receive Bronze ratings.
JPMorgan Global Allocation I GAOSX
NAV / 1-Day Return
18.70
/
0.70
%
Total Assets
3.9 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.790%
Fee Level
Below Average
Longest Manager Tenure
11.20
years
Category
Global Allocation
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / LimitedStatus
Open
TTM Yield
2.07%
Turnover
101%
Morningstar’s Fund Analysis GAOSX
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.
Many moving parts.
