Jpmorgan Global Allocation Fund Quote
| GAOSX Fund | USD 20.43 0.13 0.64% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Jpmorgan Global is trading at 20.43 as of the 22nd of December 2024; that is 0.64 percent up since the beginning of the trading day. The fund's open price was 20.3. Jpmorgan Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of November 2024 and ending today, the 22nd of December 2024. Click here to learn more.
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 funds portfolio. More on Jpmorgan Global Allocation
Moving together with Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, World Allocation Funds, World Allocation, JPMorgan (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Jpmorgan Global Allocation [GAOSX] is traded in USA and was established 22nd of December 2024. Jpmorgan Global is listed under JPMorgan category by Fama And French industry classification. The fund is listed under World Allocation category and is part of JPMorgan family. This fund currently has accumulated 3.24 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Global Allo is currently producing year-to-date (YTD) return of 11.68% with the current yeild of 0.02%, while the total return for the last 3 years was 1.41%.
Check Jpmorgan Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Global Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Global Allocation Mutual Fund Constituents
| JPHRX | Jpmorgan Floating Rate | Mutual Fund | Bank Loan | |
| WFC | Wells Fargo | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| RSP | Invesco SP 500 | Etf | Large Blend | |
| ROG | Rogers | Stock | Information Technology | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods | |
| NOVN | Novan Inc | Stock | Health Care | |
| NEE | Nextera Energy | Stock | Utilities |
Jpmorgan Global Top Holders
| PFJDX | Riskproreg Dynamic 20 30 | Mutual Fund | Allocation--50% to 70% Equity | |
| RMDFX | Aspiriant Defensive Allocation | Mutual Fund | Multistrategy |
Jpmorgan Global Allo Risk Profiles
| Mean Deviation | 0.3893 | |||
| Standard Deviation | 0.5228 | |||
| Variance | 0.2733 | |||
| Risk Adjusted Performance | (0.06) |
Jpmorgan Global Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Global financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Global security.
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |