Morningstar

VY® JPMorgan Mid Cap Value I IJMIX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 16.42  /  +0.31 %
  • Total Assets 305.1 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.11%
  • Turnover 10%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:12 AM GMT+0

Morningstar’s Analysis IJMIX

Will IJMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IJMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IJMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IJMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Ready for its next chapter.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

VY JPMorgan Mid Cap Value, which is run parallel to JPMorgan Mid Cap Value, remains a strong choice even after its longtime comanager retires.

by Adam Sabban
Rated on Published on

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Portfolio Holdings IJMIX

More IJMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
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