VY JPMorgan Small Cap Core Equity retains its Morningstar Analyst Rating of Bronze across all share classes thanks to its successful blending of fundamental and quantitative approaches.
Will IJSIX 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 IJSIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IJSIX 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 IJSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.