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VY JPMorgan Mid Cap Value A Fund (IJMAX)

Fund performance review and position details on VY JPMorgan Mid Cap Value A Fund (IJMAX)

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VY JPMorgan Mid Cap Value A Fund (IJMAX) HighlightVY JPMorgan Mid Cap Value A Fund (IJMAX) Fund Summary

VY JPMorgan Mid Cap Value A Fund (IJMAX) statistics as of May 30, 2016

Category: Mid-Cap Blend
Fund Family: Voya
Net Asset: $615.07M
Yield: 0.35%
Year-to-Date Return: 5.57%
Morningstar rating: 4

 

VY JPMorgan Mid Cap Value A Fund (IJMAX) CostVY JPMorgan Mid Cap Value A Fund (IJMAX) Cost

VY JPMorgan Mid Cap Value A Fund (IJMAX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Mid-Cap Blend average): 1.36% (1.15%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 14.00%

 

VY JPMorgan Mid Cap Value A Fund (IJMAX) PerformanceVY JPMorgan Mid Cap Value A Fund (IJMAX) Performance

Most current VY JPMorgan Mid Cap Value A Fund (IJMAX) Performance

1-month Performance (Mid-Cap Blend category median performance): 1.08% (1.69%)
3-month Performance (Mid-Cap Blend category median performance): 10.24% (10.24%)
1 Year Performance (Mid-Cap Blend category median performance): -1.27% (-4.08%)
3 Year Performance (Mid-Cap Blend category median performance): 9.99% (8.11%)
5 Year Performance (Mid-Cap Blend category median performance): 11.39% (8.53%)
Number of Years of positive return: 11 years
Number of Years of negative return: 2 years
3 year Alpha (Mid-Cap Blend category average): -0.34 (-2.81)
3 year Beta (Mid-Cap Blend category average): 0.94 (0.99)
3 year Sharpe Ratio: 0.89
3 year Treynor: 10.5

VY JPMorgan Mid Cap Value A Fund (IJMAX) topholdingTop Stock Holdings in VY JPMorgan Mid Cap Value A Fund (IJMAX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Energen Corporation Common Stoc1.83%0.00%
Mohawk Industries, Inc. Common 1.79%0.00%
EQT Corporation Common Stock1.72%0.00%
Columbia Pipeline Group, Inc. C1.69%0.00%
Arrow Electronics, Inc. Common 1.67%0.00%
Synopsys, Inc.1.58%0.00%
Loews Corporation Common Stock1.57%0.00%
M&T Bank Corporation Common Sto1.57%0.00%
Jarden Corporation Common Stock1.44%0.00%
Jack Henry & Associates, Inc.1.4%0.00%
*Note: The price change will reset to 0 after the midnight

 

VY JPMorgan Mid Cap Value A Fund (IJMAX) Portfolio AllocationVY JPMorgan Mid Cap Value A Fund (IJMAX) Fund Portfolio Allocation

VY JPMorgan Mid Cap Value A Fund (IJMAX) Fund Portfolio Allocation data as of 03/2016

Stock96.34%
Bond0%
Cash3.66%
Other0%

 

VY JPMorgan Mid Cap Value A Fund (IJMAX) CompareCompare with other Mid-Cap Blend category mutual funds

Below are some additional Mid-Cap Blend mutual funds generated out of our database

Fund1 Year3 year5 year
VY JPMorgan Mid Cap Value A-1.279.9911.39
Thrivent Mid Cap Stock A (AASCX)4.8912.209.76 Compare
CRM Mid Cap Value Instl (CRIMX)0.699.458.33 Compare
Shelton S&P Midcap Index Direct (SPMIX)-0.499.379.66 Compare

See top fund managers for Mid-Cap Blend Category Funds

 

VY JPMorgan Mid Cap Value A Fund (IJMAX) PerformanceOther Financial Data Web Sites on VY JPMorgan Mid Cap Value A Fund (IJMAX)

Addition research sites for VY JPMorgan Mid Cap Value A Fund (IJMAX)

 

VY JPMorgan Mid Cap Value A Fund (IJMAX) Related ResourcesSee more information on VY JPMorgan Mid Cap Value A (IJMAX) Fund

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