Following management and strategy changes, most share classes of JPMorgan Intrepid Mid Cap receive a Morningstar Analyst Rating of Bronze while the cheapest share class receives Silver.
Will PECAX 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 PECAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PECAX 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 PECAX’s parent organization’s priorities and whether they’re in line with investors’ interests.