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.
Will JVAIX 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 JVAIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JVAIX 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 JVAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.