JPMorgan U.S. GARP Equity’s reliance on common factors doesn’t give it an enduring edge, warranting a Morningstar Analyst Rating of Neutral.
Morningstar’s Fund Analysis JIGZX
Will JIGZX 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 JIGZX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JIGZX 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 JIGZX’s parent organization’s priorities and whether they’re in line with investors’ interests.