JPMorgan Value Advantage’s portfolio manager and deep analyst resources give it a chance to deliver value, resulting in a Morningstar Analyst Rating of Bronze for cheaper share classes, while more-expensive ones receive Neutral.
Morningstar’s Fund Analysis JVAAX
Will JVAAX 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 JVAAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JVAAX 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 JVAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.