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Morningstar

VY® JPMorgan Small Cap Core Equity S2 IJSTX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
14.14  /  0.28 %
Total Assets
485.2 Mil
Adj. Expense Ratio
1.260%
Expense Ratio
1.260%
Fee Level
Low
Longest Manager Tenure
11.00 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
52%

USD | NAV as of Nov 25, 2022 | 1-Day Return as of Nov 25, 2022, 11:21 PM GMT+00:00

Morningstar’s Fund Analysis IJSTX

Will IJSTX 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 IJSTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IJSTX 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 IJSTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A decent pairing.

Senior Analyst

Summary

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VY JPMorgan Small Cap Core Equity’s two sleeves differ in quality, but the strength of its fundamental half is enough to earn all share classes a Morningstar Analyst Rating of Bronze.

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