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JPMorgan US Value C VGICX

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Morningstar’s Analysis

Will VGICX outperform in future?

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Upcoming Change to JPMorgan Growth and Income's Name Doesn't Alter Its Rating

Analyst Note

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JPMorgan Asset Management will change the name of JPMorgan Growth and Income to JPMorgan U.S. Value on or about Nov. 1, 2020 according to an Aug. 18 filing. This change aims to better reflect the strategy’s value-driven process, which has been in place under Clare Hart’s leadership since 2004. The strategy has no minimum dividend yield requirement; instead, it’s consistently focused on quality companies trading at attractive valuations. The strategy’s Morningstar Analyst Rating and pillar ratings are unaffected.

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