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