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VY JPMorgan Mid Cap Value S2 Fund (IJPMX)

Fund performance review and position details on VY JPMorgan Mid Cap Value S2 Fund (IJPMX)

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VY JPMorgan Mid Cap Value S2 Fund (IJPMX) HighlightVY JPMorgan Mid Cap Value S2 Fund (IJPMX) Fund Summary

VY JPMorgan Mid Cap Value S2 Fund (IJPMX) statistics as of May 30, 2016

Category: Mid-Cap Blend
Fund Family: Voya
Net Asset: $615.07M
Yield: 0.39%
Year-to-Date Return: 5.65%
Morningstar rating: 5

 

VY JPMorgan Mid Cap Value S2 Fund (IJPMX) CostVY JPMorgan Mid Cap Value S2 Fund (IJPMX) Cost

VY JPMorgan Mid Cap Value S2 Fund (IJPMX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Mid-Cap Blend average): 1.26% (1.15%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 14.00%

 

VY JPMorgan Mid Cap Value S2 Fund (IJPMX) PerformanceVY JPMorgan Mid Cap Value S2 Fund (IJPMX) Performance

Most current VY JPMorgan Mid Cap Value S2 Fund (IJPMX) Performance

1-month Performance (Mid-Cap Blend category median performance): 1.08% (1.69%)
3-month Performance (Mid-Cap Blend category median performance): 10.27% (10.24%)
1 Year Performance (Mid-Cap Blend category median performance): -1.18% (-4.08%)
3 Year Performance (Mid-Cap Blend category median performance): 10.08% (8.11%)
5 Year Performance (Mid-Cap Blend category median performance): 11.52% (8.53%)
Number of Years of positive return: 5 years
Number of Years of negative return: 1 years
3 year Alpha (Mid-Cap Blend category average): -0.26 (-2.81)
3 year Beta (Mid-Cap Blend category average): 0.94 (0.99)
3 year Sharpe Ratio: 0.89
3 year Treynor: 10.6

VY JPMorgan Mid Cap Value S2 Fund (IJPMX) topholdingTop Stock Holdings in VY JPMorgan Mid Cap Value S2 Fund (IJPMX)

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 S2 Fund (IJPMX) Portfolio AllocationVY JPMorgan Mid Cap Value S2 Fund (IJPMX) Fund Portfolio Allocation

VY JPMorgan Mid Cap Value S2 Fund (IJPMX) Fund Portfolio Allocation data as of 03/2016

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

 

VY JPMorgan Mid Cap Value S2 Fund (IJPMX) 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 S2-1.1810.0811.52
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 S2 Fund (IJPMX) PerformanceOther Financial Data Web Sites on VY JPMorgan Mid Cap Value S2 Fund (IJPMX)

Addition research sites for VY JPMorgan Mid Cap Value S2 Fund (IJPMX)

 

VY JPMorgan Mid Cap Value S2 Fund (IJPMX) Related ResourcesSee more information on VY JPMorgan Mid Cap Value S2 (IJPMX) Fund

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