3 / 5 Stars
4 4 2 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 120 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.60 percent over the past year, and 7.71 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.2%|
|3 Years (Annualized)||7.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
JPMorgan Global Allocation Fund has an expense ratio of 1.30 percent.
Risk is Average compared to funds in the same category according to Morningstar.