Morningstar

JPMorgan Global Allocation Fund Class C GAOCX

Medalist Rating as of Apr 27, 2026 See JPMorgan Investment Hub

Strategy

The investment seeks to maximize long-term total return. The fund has significant flexibility to invest in a broad range of equity, fixed income and alternative asset classes in the U.S. and other markets throughout the world, both developed and emerging. The adviser uses a flexible asset allocation approach in constructing the fund's portfolio. Under normal circumstances, it will invest at least 40% of its total assets in countries other than the United States (Non-U.S. Countries) unless the adviser determines, in its sole discretion, that conditions are not favorable.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GAOSX	JPMorgan Global Allocation Fund Class I	Institutional	Open			May 31, 2011	$1.04B	0.780%	Average	$1M	−$158.65M
GAOAX	JPMorgan Global Allocation Fund Class A	Front Load	Open			May 31, 2011	$672.81M	1.030%	Average	$1,000	$1.48M
GAOCX	JPMorgan Global Allocation Fund Class C	Level Load	Open			May 31, 2011	$74.13M	1.530%	Below Average	$1,000	−$41.16M
GAOZX	JPMorgan Global Allocation Fund Class R6	Retirement, Large	Open			Nov 1, 2017	$215.41M	0.650%	Average	$15M	−$497.36M
GAOFX	JPMorgan Global Allocation Fund Class R4	Retirement, Large	Open			Oct 1, 2018	$635,491.00	0.900%	High	$0	−$73,385.98
GAORX	JPMorgan Global Allocation Fund Class R5	Retirement, Large	Open			Oct 1, 2018	$23,723.00	0.750%	Above Average	$0	$2,189.30
GAONX	JPMorgan Global Allocation Fund Class R2	Retirement, Medium	Open			May 31, 2011	$1.82M	1.400%	High	$0	−$400,675.84
GAOTX	JPMorgan Global Allocation Fund Class R3	Retirement, Medium	Open			Oct 1, 2018	$244,521.00	1.150%	Average	$0	−$542,234.82

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