IJMSX – Fund Analysis – VY® JPMorgan Mid Cap Value S | Morningstar

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Will IJMSX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the IJMSX 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 IJMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

VY JPMorgan Mid Cap Value, which is run parallel to JPMorgan Mid Cap Value, remains a strong choice even after its longtime comanager retires.

by Adam Sabban

Rated on Apr 16, 2024 Published on Apr 16, 2024

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