JPMorgan Global Allocation Fund Class R6 GAOZX Strategy

| Medalist Rating as of | 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 IInstitutionalOpen $1.09B0.780%Average$1M−$141.85M
GAOAX
JPMorgan Global Allocation Fund Class AFront LoadOpen $697.31M1.030%Average$1,000$2.64M
GAOCX
JPMorgan Global Allocation Fund Class CLevel LoadOpen $79.32M1.530%Below Average$1,000−$42.46M
GAOZX
JPMorgan Global Allocation Fund Class R6Retirement, LargeOpen $259.47M0.650%Average$15M−$458.89M
GAOFX
JPMorgan Global Allocation Fund Class R4Retirement, LargeOpen $645,434.000.900%High$0−$34,186.30
GAORX
JPMorgan Global Allocation Fund Class R5Retirement, LargeOpen $24,197.000.750%Above Average$0$2,172.89
GAONX
JPMorgan Global Allocation Fund Class R2Retirement, MediumOpen $1.85M1.400%High$0−$406,893.49
GAOTX
JPMorgan Global Allocation Fund Class R3Retirement, MediumOpen $521,800.001.150%Average$0−$272,653.75

Sponsor Center