JPMorgan Mid Cap Value benefits from an accomplished management team and sound investment process but falls short of best-in-class peers given its relatively unproven analyst roster and some recent stock-picking missteps. Accordingly, share classes with a Morningstar Analyst Rating of Gold drop to Silver or Bronze depending on their fee levels, while the lone Silver share class drops to Bronze.
Morningstar’s Fund Analysis FLMVX
Will FLMVX 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 FLMVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FLMVX 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 FLMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.