Skip to Content

VY® JPMorgan Mid Cap Value S IJMSX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 15.09  /  +0.07 %
  • Total Assets 292.3 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.85%
  • Turnover 10%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis IJMSX

Will IJMSX outperform in future?

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

Ready for its next chapter.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IJMSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ameriprise Financial Inc

2.06 6.6 Mil
Financial Services

Cencora Inc

1.88 6.0 Mil
Healthcare

Martin Marietta Materials Inc

1.82 5.8 Mil
Basic Materials

Loews Corp

1.80 5.7 Mil
Financial Services

Lincoln Electric Holdings Inc

1.77 5.7 Mil
Industrials

Hubbell Inc

1.67 5.3 Mil
Industrials

Arch Capital Group Ltd

1.62 5.2 Mil
Financial Services

AMETEK Inc

1.59 5.1 Mil
Industrials

ITT Inc

1.55 5.0 Mil
Industrials

Snap-on Inc

1.55 4.9 Mil
Industrials