JPMorgan Global Allocation Fund

U.S. News evaluated 121 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all JPMorgan funds

See full World Allocation rankings

See more fund rankings

Performance

The fund has returned 13.55 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 13.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more GAOAX performance

Summary

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. J.P. Morgan Investment Management Inc. (JPMIM or Adviser) uses a flexible asset allocation approach in constructing the fund's portfolio. Under normal circumstances, the fund intends to invest, consistent with its investment strategy, at least 40% of its total assets in countries other than the United States across the full range of asset classes.

Fees

Fees are Low compared to funds in the same category.
JPMorgan Global Allocation Fund has an expense ratio of 1.05 percent.

See more GAOAX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more GAOAX risk