Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
Fund Mojo provides investors and financial advisors with in-depth mutual fund research and analysis, and a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.

Compare funds: VY JPMorgan Mid Cap Value S2 (IJPMX) Fund, Shelton S&P Midcap Index Direct (SPMIX) Fund


See details behind VY JPMorgan Mid Cap Value S2 (IJPMX) Fund and Shelton S&P Midcap Index Direct (SPMIX) Fund

VY JPMorgan Mid Cap Value S2Shelton S&P Midcap Index Direct
Fund Mojo Score0.780.76
Fund Manager Tenure14.1 years12.5 years
Fund CategoryMid-Cap BlendMid-Cap Blend
Fund Management Fee1.26%0.58%
Additional 12b1 marketing Fee0.40%0%
Fund Load0% (front), 0% (back)0% (front), 0% (back)
Fund Initial Investment01,000
Fund Turnover14.00%15.00%
Fund Year-to-Date Performance5.65%7.31%
Fund One-Year Performance-1.18%-0.49%
Fund Three-Year Performance10.08%9.37%
Fund Five-Year Performance11.52%9.66%
Click here for details on VY JPMorgan Mid Cap Value S2 (IJPMX)Click here for details on Shelton S&P Midcap Index Direct (SPMIX)