JPMorgan U.S. Value’s talented leader and well-executed approach earn its two cheapest share classes a Morningstar Analyst Rating of Gold, while the rest earn Silver.
Will VGRIX 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 VGRIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VGRIX 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 VGRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.