GAOTX Mutual Fund (JPMorgan Global Allocation Fund Class R3) is managed by J.P. Morgan Asset Management with $511,852.48 in net assets. GAOTX expense ratio is 1.15%, holding 1963 positions across sectors including Unknown, Other, Financials. Inception date: 2018-10-01.

GAOTX performance shows a YTD return of 0.05%. The 1-year return is 9.71% and the 5-year return is 3.72%. GAOTX dividend yield stands at 2.09%, paid quarterly.

GAOTX 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 GAOTX holdings, sector breakdown, or dividend history.

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