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JPMorgan Global Allocation I GAOSX

Analyst rating as of
NAV / 1-Day Return
22.87  /  0.22 %
Total Assets
4.8 Bil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Fee Level
Below Average
Longest Manager Tenure
9.87 years
Category
World Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
0.93%
Turnover
116%
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Morningstar’s Analysis

Will GAOSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A New Pair of Comanagers Doesn't Alter JPMorgan Global Allocation's Ratings

Analyst Note

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In November 2020, J.P. Morgan named Michael Feser and Phil Camporeale as comanagers of JPMorgan Global Allocation. This fund has long been in lead manager Jeff Geller's capable hands, and these additions don't alter the fund's People or Process ratings of Above Average. We also sustain the fund's Morningstar Analyst Ratings of Silver for the A, I, R4, R5, and R6 share classes, and Bronze for the more expensive C, R2, and R3 shares.

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