JPMorgan Mid Cap Value’s long-tenured team and proven quality approach earn the fund’s cheapest share classes a Morningstar Analyst Rating of Gold, while its more expensive share classes earn a Silver.
Will JMVSX 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 JMVSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JMVSX 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 JMVSX’s parent organization’s priorities and whether they’re in line with investors’ interests.