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JPMorgan Global Allocation Fund (GAORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.34-0.05 (-0.25%)
At close: 08:00PM EDT

JPMorgan Global Allocation Fund

Columbus OH 43240

1111 Polaris Parkway, Ste. 2-j

JPMorgan Trust I

Management information
,Lead manager since 1 November 2020
Philip Camporeale, managing director, is a portfolio manager on the Multi-Asset Solutions team, based in New York. In this role, Philip is responsible for developing and implementing global macro trading insights consistent with the Multi Asset Solutions investment process. A particular area of focus is the impact of global monetary policy on asset prices. Philip joined the Multi Asset Solutions team in 2011 and prior to his current role Philip managed the Investment Specialist team focused on US Funds. An employee since 2000, Philip was previously a portfolio manager in the New York fixed income group where he was responsible for managing duration and yield curve strategies. Philip has also appeared in various media outlets including CNBC, Bloomberg, and The Wall Street Journal. Philip earned a B.S. in Accounting and an M.B.A. in Finance from Fordham University. He is Series 3, 7, and 63 licensed.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Allocation
Fund familyJPMorgan
Net assets3.02B
YTD return4.59%
Yield0.51%
Morningstar rating★★★
Inception date30 Sept 2018

Fund operations

Last dividend0.10
Last cap gain0.00
Holdings turnover136.00%
Average for categoryN/A

Fees and expenses

ExpenseGAORXCategory average
Annual report expense ratio (net)1.03%1.00%
Prospectus net expense ratio1.03%N/A
Prospectus gross expense ratio1.20%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.06%
Max deferred sales loadN/A1.35%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A