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GAOTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan Global Allocation R3 (GAOTX) Ownership - Who owns JPMorgan Global Allocation R3?

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

GAOTX

Net Assets

2.8B

Fund Existence

over 6 years

Turnover

94.00

Total Expense Ratio

1.15

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

1.21

Assets in Top Ten Holdings

594M

Average Credit Quality

Average Effective Duration

4.13

Average Effective Maturity

5.40

Fund of Funds

Fund Share Class Net Assets

764K

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

4.36

No Load Fund

Yes

Number of Long Holdings

1711.00

Number of Net Holdings

1711.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

17.69%

Gain YTD

5.534

Annual Yield % from dividends

2.21

Returns for 1 year

7.07

Returns for 3 years

25.15

Returns for 5 years

24.62

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details