GAOCX : JPMorgan Global Allocation Fund Class C

GAOCX is a Allocation Market Total World with HIGH fees.

GAOCX

JPMorgan Global Allocation Fund Class C

FI Score

46 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

46% FI Score
  • gaocx
  • Mutual Fund
  • Allocation
  • Total World

JPMorgan Global Allocation Fund Class C

Expenses: 1.55% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund 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. The adviser uses a flexible asset allocation approach in constructing the fund's portfolio. Under normal circumstances, it will invest at least 40% of its total assets in countries other than the United States (Non-U.S. Countries) unless the adviser determines, in its sole discretion, that conditions are not favorable.

Largest Holdings

Amount Holding
1.01% Microsoft Corp
0.90% Amazon.com Inc
0.82% Nestle SA
0.72% Alibaba Group Holding Ltd ADR
0.68% Taiwan Semiconductor Manufacturing Co Ltd ADR
0.66% UnitedHealth Group Inc
0.61% Alphabet Inc Class C
0.60% Apple Inc
0.57% Tencent Holdings Ltd
0.56% Japan (Government Of) 0.6%
0.47% Roche Holding AG Dividend Right Cert.
0.47% Japan (Government Of) 0.1%
0.45% Samsung Electronics Co Ltd
0.44% ASML Holding NV
0.38% Novo Nordisk A/S B
0.36% Schneider Electric SE
0.36% Japan (Government Of) 1.4%
0.35% AIA Group Ltd
0.35% Allianz SE
0.35% Novartis AG
0.34% LVMH Moet Hennessy Louis Vuitton SE
0.34% Cigna Corp
0.34% Chevron Corp
0.32% Mastercard Inc A
0.31% HDFC Bank Ltd ADR

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