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GAOFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Global Allocation R4 (GAOFX) Ownership - Who owns JPMorgan Global Allocation R4?

The investment seeks to maximize long-term total return... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

GAOFX

Net Assets

2.79B

Fund Existence

over 6 years

Turnover

94.00

Total Expense Ratio

0.90

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.95

Assets in Top Ten Holdings

594M

Average Credit Quality

Average Effective Duration

3.72

Average Effective Maturity

4.97

Fund of Funds

Fund Share Class Net Assets

749K

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

4.02

No Load Fund

Yes

Number of Long Holdings

1704.00

Number of Net Holdings

1704.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

16.55%

Gain YTD

4.202

Annual Yield % from dividends

2.52

Returns for 1 year

6.92

Returns for 3 years

21.99

Returns for 5 years

31.05

Returns for 10 years

N/A

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Category ModerateAllocation

Profile

Fundamentals

Details