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 33. There are 72 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 | |
| Hartford Real Asset Fund | 97 | — | May 2010 | GAOSX vs HRLYX | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | GAOSX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | GAOSX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | GAOSX vs GBMFX |
Top Performing GAOSX Alternatives (YTD)
GAOSX is at 6.21% YTD. There are 64 mutual funds in the Global Allocation category with higher YTD returns, going as high as 27.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 27.11% | — | Oct 2005 | GAOSX vs CGO | |
| Calamos Global Dynamic Income Fund | 26.59% | — | Jun 2007 | GAOSX vs CHW | |
| Calamos Global Opportunities Fund | 19.22% | — | Sep 1996 | GAOSX vs CVLOX | |
| Allspring Absolute Return Fund | 18.69% | — | Feb 2012 | GAOSX vs WARAX | |
| Thornburg Investment Income Builder Fund | 17.92% | — | Dec 2002 | GAOSX vs TIBAX |
Lowest Volatility Alternatives to GAOSX
GAOSX has 9.80% 1-year volatility. There are 56 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 2.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 2.98% | — | Jul 2019 | GAOSX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.27% | — | Dec 2017 | GAOSX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.58% | — | Mar 2011 | GAOSX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.66% | — | Dec 2011 | GAOSX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.77% | — | Sep 2011 | GAOSX vs NRIIX |
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 | -2.60% | — | Mar 2011 | GAOSX vs LFMIX | |
| Hartford Real Asset Fund | -3.18% | — | May 2010 | GAOSX vs HRLYX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | GAOSX vs PFADX | |
| Wilmington Real Asset Fund | -3.74% | — | Jun 2003 | GAOSX vs WMRIX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 20 | 7.96% | — | Nov 2010 | GAOSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | GAOSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | GAOSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | GAOSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | GAOSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | GAOSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | GAOSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | GAOSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | GAOSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | GAOSX vs VHIAX |
Often Compared With GAOSX
Investors most often compare GAOSX with RAPZX, PDRDX, RALIX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 45 | 13.81% | — | Jan 2012 | GAOSX vs RAPZX | |
| Principal Diversified Real Asset Fund | Global Allocation | 73 | 13.08% | — | Mar 2010 | GAOSX vs PDRDX | |
| Lazard Real Assets Portfolio | Global Allocation | 78 | 11.49% | — | Dec 2016 | GAOSX vs RALIX | |
| MH Elite Income Fund of Funds | Global Allocation | 34 | 2.28% | — | Aug 2011 | GAOSX vs MHEIX | |
| Delaware Global Listed Real Assets Fund | Global Allocation | 86 | 9.57% | — | Dec 1995 | GAOSX vs DPREX |
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