Morningstar

VY® JPMorgan Mid Cap Value Portfolio Class A IJMAX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $11.11  /  −0.45 %
  • Fund Size $178.9M
  • Adjusted Expense Ratio 1.350%
  • Net Expense Ratio 1.360%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.66%
  • Turnover Ratio 47%
NAV and 1-Day Return as of

Morningstar’s Analysis IJMAX

Will IJMAX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IJMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IJMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IJMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The skipper’s changes to the team and scheme are appropriate.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

JPMorgan Mid Cap Value (including a separate account and Voya subadvised offering) benefits from a seasoned team and sensible process, meriting Above Average People and Process ratings.

by Todd Trubey
Rated on Published on

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Portfolio Holdings IJMAX

More IJMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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