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VY® JPMorgan Mid Cap Value I IJMIX

Analyst rating as of
NAV / 1-Day Return
18.59  /  0.32 %
Total Assets
373.7 Mil
Adj. Expense Ratio
0.880%
Expense Ratio
0.880%
Fee Level
Average
Longest Manager Tenure
17.54 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
0
Status
Open
TTM Yield
0.88%
Turnover
22%
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Morningstar’s Analysis

Will IJMIX outperform in future?

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

A good option despite a downgrade.

Senior Analyst

Summary

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VY 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, its share classes drop to a Morningstar Analyst Rating of Bronze from Gold or Silver.

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