GAOFX Mutual Fund
GAOFX Mutual Fund
JPMorgan Global Allocation Fund Class R4
GAOFX Mutual Fund Overview
GAOFX Mutual Fund (JPMorgan Global Allocation Fund Class R4) is managed by J.P. Morgan Asset Management with $777,685.4 in net assets. GAOFX expense ratio is 0.90%, holding 1963 positions across sectors including Unknown, Other, Financials. Inception date: 2018-10-01.
GAOFX performance shows a YTD return of 0.05%. The 1-year return is 9.93% and the 5-year return is 3.98%. GAOFX dividend yield stands at 2.27%, paid quarterly.
GAOFX top holdings include Jpmorgan Prime Money Market Fund, Class Institutional (10.0%), Jpmorgan Income Fund, Class R6 (4.0%), Jpmorgan Income Etf (3.4%), Us Treasury N/B 01/27 4.125 (2.6%), Nvidia Corp. (2.0%). View all GAOFX holdings, sector breakdown, or dividend history.
GAOFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GAOFX alternatives are available via the screener, along with tax-loss harvesting opportunities.