A recent shake-up of JPMorgan Small Cap Core management leads to a Morningstar Analyst rating downgrade to Neutral across all share classes.
Will VSSRX 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 VSSRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VSSRX 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 VSSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.