An improved view of JPMorgan Growth Advantage’s best-ideas framework leads to a Morningstar Analyst Rating upgrade for cheaper share classes to Silver from Bronze, while more expensive ones go to Bronze from Neutral.
Will VHIAX 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 VHIAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VHIAX 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 VHIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.