VY® JPMorgan Small Cap Core Equity Portfolio Class A IJSAX

Morningstar Medalist Rating

Strategy

The investment seeks capital growth over the long term. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies with a market capitalization equal to those within a universe of Russell 2000® Index stocks 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
IJSSX
VY® JPMorgan Small Cap Core Equity Portfolio Class SNo LoadOpen $60.79M1.140%Average$0−$15.21M
IJSIX
VY® JPMorgan Small Cap Core Equity Portfolio Class IInstitutionalOpen $98.54M0.890%Below Average$0−$17.74M
IJSTX
VY® JPMorgan Small Cap Core Equity Portfolio Class S2Level LoadOpen $1.64M1.290%Low$0−$323,652.88
IJSAX
VY® JPMorgan Small Cap Core Equity Portfolio Class ALevel LoadOpen $94.34M1.490%Low$0−$14.57M
VPRSX
VY® JPMorgan Small Cap Core Equity Portfolio Class R6Retirement, LargeOpen $19.34M0.890%Above Average$0−$10.85M

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