The JPMorgan Mid Cap Value strategy, which includes VY JPMorgan Mid Cap Value, benefits from accomplished managers and strong process parameters. It earns Morningstar Analyst Ratings of Silver and Bronze, depending on share class fees.
- NAV / 1-Day Return 13.52 / 1.46 %
- Total Assets 286.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.850%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.19%
- Turnover 13%
Morningstar’s Analysis IJMIX
Will IJMIX 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 102
- Bond Holdings 1
- Other Holdings 1
- % Assets in Top 10 Holdings 16.5