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.
- NAV / 1-Day Return 13.36 / 0.30 %
- Total Assets 292.6 Mil
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Adj. Expense Ratio
- 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.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 101
- Bond Holdings 1
- Other Holdings 1
- % Assets in Top 10 Holdings 16.9