Skip to Content

VY® JPMorgan Mid Cap Value S IJMSX

Analyst rating as of
NAV / 1-Day Return
19.54  /  0.41 %
Total Assets
428.9 Mil
Adj. Expense Ratio
1.130%
Expense Ratio
1.130%
Fee Level
Above Average
Longest Manager Tenure
16.99 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
0
Status
Open
TTM Yield
0.72%
Turnover
18%
Premium

Morningstar’s Analysis

Will IJMSX outperform in future?

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

A good option despite a downgrade.

Summary

| |

VY JPMorgan Mid Cap Value benefits from an accomplished management team and sound investment process but falls short of best-in-class peers given its relatively unproven analyst roster and some recent stock-picking missteps. Accordingly, its share classes drop to a Morningstar Analyst Rating of Bronze from Gold or Silver.

Unlock our full analysis with Morningstar Premium