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JPMorgan Global Allocation I GAOSX

Analyst rating as of
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 Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
2.07%
Turnover
101%

Morningstar’s Fund Analysis GAOSX

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Summary

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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.

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