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.
VY® JPMorgan Small Cap Core Equity I IJSIX
NAV / 1-Day Return
19.88
/
1.49
%
Total Assets
638.7 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.870%
Expense Ratio
0.870%
Fee Level
Below Average
Longest Manager Tenure
10.14
years
Category
Small Blend
Investment Style
Small BlendMin. Initial Investment
0
Status
Open
TTM Yield
0.36%
Turnover
71%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will IJSIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
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.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of IJSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A blended approach.
