JPMorgan Value Advantage benefits from a long-tenured management duo, but its process doesn’t have a clear edge and there have been execution missteps in recent years, warranting a downgrade of its cheapest share classes’ Morningstar Analyst Rating to Bronze from Silver, while its pricier share classes drop to Neutral.
JPMorgan Value Advantage C JVACX
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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 JVACX 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 JVACX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JVACX 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 JVACX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An experienced management using a reasonable process.
