GAOZX Mutual Fund (JPMorgan Global Allocation Fund Class R6) is managed by J.P. Morgan Asset Management with $558.1M in net assets. GAOZX expense ratio is 0.65%, holding 1963 positions across sectors including Unknown, Other, Financials. Inception date: 2017-11-01.

GAOZX performance shows a YTD return of 0.05%. The 1-year return is 10.24% and the 5-year return is 2.61%. GAOZX dividend yield stands at 2.45%, paid quarterly.

GAOZX 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 GAOZX holdings, sector breakdown, or dividend history.

GAOZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GAOZX alternatives are available via the screener, along with tax-loss harvesting opportunities.