JPMorgan U.S. Value’s talented leader and well-executed approach earn its two cheapest share classes a Morningstar Analyst Rating of Gold, while the rest earn Silver.
Morningstar’s Fund Analysis VGIIX
Will VGIIX 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 VGIIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VGIIX 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 VGIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.