JPMorgan Global Allocation Fund (GAOSX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GAOSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GAOSX
GAOSX charges 0.77% annually. There are 25 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | GAOSX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | GAOSX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | GAOSX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | GAOSX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | GAOSX vs JNSMX |
Best Risk-Adjusted Alternatives to GAOSX
GAOSX has a PortfoliosLab risk / return rank of 27. There are 75 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | GAOSX vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | GAOSX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | GAOSX vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | GAOSX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | GAOSX vs PDSYX |
Top Performing GAOSX Alternatives (YTD)
GAOSX is at 3.57% YTD. There are 74 mutual funds in the Global Allocation category with higher YTD returns, going as high as 17.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 17.63% | — | Dec 2002 | GAOSX vs TIBAX | |
| Wilmington Real Asset Fund | 17.01% | — | Jun 2003 | GAOSX vs WMRIX | |
| Calamos Global Dynamic Income Fund | 16.29% | — | Jun 2007 | GAOSX vs CHW | |
| Calamos Global Total Return Fund | 15.69% | — | Oct 2005 | GAOSX vs CGO | |
| GMO Implementation Fund | 15.19% | — | Feb 2012 | GAOSX vs GIMFX |
Lowest Volatility Alternatives to GAOSX
GAOSX has 10.85% 1-year volatility. There are 59 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.02% | — | Jul 2019 | GAOSX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | GAOSX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.75% | — | Mar 2011 | GAOSX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.82% | — | Sep 2011 | GAOSX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | GAOSX vs PMFYX |
Lowest Drawdown Alternatives to GAOSX
GAOSX has a 1-year max drawdown of -8.93%. There are 67 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | GAOSX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | GAOSX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | GAOSX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | GAOSX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | GAOSX vs MSTGX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With GAOSX
Investors most often compare GAOSX with CVLOX, PDRDX, RAPZX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calamos Global Opportunities Fund | Global Allocation | 34 | 12.04% | — | Sep 1996 | GAOSX vs CVLOX | |
| Principal Diversified Real Asset Fund | Global Allocation | 87 | 13.53% | — | Mar 2010 | GAOSX vs PDRDX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 65 | 13.68% | — | Jan 2012 | GAOSX vs RAPZX | |
| Hartford Real Asset Fund | Global Allocation | 97 | 14.83% | — | May 2010 | GAOSX vs HRLYX | |
| Lazard Real Assets Portfolio | Global Allocation | 90 | 13.88% | — | Dec 2016 | GAOSX vs RALIX | |
| Delaware Global Listed Real Assets Fund | Global Allocation | 91 | 9.92% | — | Dec 1995 | GAOSX vs DPREX | |
| Allspring Absolute Return Fund | Global Allocation | 86 | 12.25% | — | Feb 2012 | GAOSX vs WARAX | |
| MH Elite Income Fund of Funds | Global Allocation | 29 | 1.33% | — | Aug 2011 | GAOSX vs MHEIX | |
| Leuthold Global Fund | Global Allocation | 86 | 12.61% | — | Apr 2008 | GAOSX vs GLBIX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 95 | 11.46% | — | Jun 2015 | GAOSX vs SAWMX | |
| Nuveen Multi-Asset Income Fund | Global Allocation | 67 | 13.85% | — | Nov 2021 | GAOSX vs NMAI |
Compare GAOSX with Any Fund or Stock
Compare GAOSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GAOSX with funds that move differently
JPMorgan Global Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GAOSX.
Explore GAOSX Diversifiers