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.
Will GAOSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of GAOSX’s parent organization’s priorities and whether they’re in line with investors’ interests.