IJMSX – VY® JPMorgan Mid Cap Value S Investment Strategy | Morningstar

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Strategy

The investment seeks growth from capital appreciation. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of mid-capitalization companies. The sub-adviser ("Sub-Adviser") defines mid-capitalization companies as those companies with market capitalizations between $1 billion and $20 billion or the highest market capitalization included in the Russell Midcap® Value Index, whichever is higher, at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
IJMSX	VY® JPMorgan Mid Cap Value Portfolio Class S	No Load	Open			May 1, 2002	$62.74M	1.100%	Above Average	$0	−$9.31M
IJMIX	VY® JPMorgan Mid Cap Value Portfolio Class I	Institutional	Open			May 1, 2002	$38.81M	0.850%	Average	$0	−$15.20M
IJMAX	VY® JPMorgan Mid Cap Value Portfolio Class A	Level Load	Open			May 1, 2002	$66.62M	1.350%	Low	$0	−$11.59M
IJPMX	VY® JPMorgan Mid Cap Value Portfolio Class S2	Level Load	Open			Feb 27, 2009	$643,389.00	1.250%	Low	$0	−$40,682.13

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