VY JPMorgan Small Cap Core Equity’s two sleeves differ in quality, but the strength of its fundamental component is enough to earn all share classes a Morningstar Analyst Rating of Bronze.
Will IJSAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IJSAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IJSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IJSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.