Morningstar

VY® JPMorgan Mid Cap Value Portfolio Class S IJMSX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 15.70  /  −0.51 %
  • Total Assets 183.3M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.110%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.63%
  • Turnover 47%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 1:34 AM GMT+0

Morningstar’s Analysis IJMSX

Will IJMSX 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 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.

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 IJMSX

More IJMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Technology

Western Digital Corp

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Technology

MKS Inc

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Loews Corp

1.63 3M
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1.61 3M
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First Citizens BancShares Inc Class A

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AMETEK Inc

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Industrials

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