JPMorgan SMID Cap Equity’s consistent emphasis on steady, well-positioned businesses sets it apart. After considering fees, its value proposition relative to peers is strong enough to upgrade five of the six share classes to a Morningstar Analyst Rating of Silver from Bronze, while the remaining one retains Bronze.
Will ODMCX 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 ODMCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ODMCX 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 ODMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.