JPMorgan Intrepid Growth’s quantitative, factor-driven process doesn’t give it an edge over its benchmark, earning a Morningstar Analyst Rating of Neutral across all share classes.
Will JCICX 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 JCICX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JCICX 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 JCICX’s parent organization’s priorities and whether they’re in line with investors’ interests.