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VY® JPMorgan Mid Cap Value A IJMAX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 13.36  /  0.30 %
  • Total Assets 292.6 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.78%
  • Turnover 13%

Morningstar’s Analysis IJMAX

Will IJMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong mix of quality and value.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

The JPMorgan Mid Cap Value strategy, which includes VY JPMorgan Mid Cap Value, remains a good choice for investors thanks to its experienced leadership, analyst resources, and strong investment process.

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Portfolio Holdings IJMAX

  • Current Portfolio Date
  • Equity Holdings 101
  • Bond Holdings 1
  • Other Holdings 1
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.02
5,803,754
Financial Services
1.88
5,400,158
Financial Services
1.72
4,955,012
Industrials
1.66
4,777,020
Financial Services
1.63
4,681,020
Healthcare
1.61
4,647,448
Industrials
1.61
4,625,181
Utilities
1.60
4,605,699
Utilities
1.59
4,591,219
Basic Materials
1.59
4,573,418
Energy