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VY JPMorgan Mid Cap Value S (IJMSX) Fund Ranking and Research

Ranking, Research and Recommendation of VY JPMorgan Mid Cap Value S (IJMSX) Fund

    Last Trade: $21.07 on 7/24/2017, Change: +0.01 (0.05%)

 

Graph of VY JPMorgan Mid Cap Value S Fund (IJMSX) ManagerFund Manager - Lawrence E. Playford

Fund Manager Information

Fund Manager Tenure: 15.2 years
Similar Funds: IJMAX  IJMIX 
Fund Family: Voya
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)
Playford is vice president of JP Morgan Investment Management. An employee since 1993, he has worked as a portfolio manager since 2004 and as a research analyst since 2003. From 2001 to 2003, he served as a client portfolio manager working with the U.S. Equity Group. Playford holds the Charted Financial Analyst and Certified Public Accountant designations.  Get more insights on Lawrence E. Playford

 

Graph of VY JPMorgan Mid Cap Value S Fund (IJMSX) ProfileVY JPMorgan Mid Cap Value S Fund (IJMSX) Profile

Fund Profile and Description

VY JPMorgan Mid Cap Value S Fund seeks growth from capital appreciation. The portfolio invests at least 80% of net assets (plus borrowings for investment purposes) in equity securities of mid-capitalization companies with market capitalizations between $1 billion and $20 billion. It may also invest up to 15% in real estate investment trusts. The portfolio may also lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of assets.

 

VY JPMorgan Mid Cap Value S (IJMSX) Fund Strength What we like about VY JPMorgan Mid Cap Value S (IJMSX) Fund

Data for VY JPMorgan Mid Cap Value S Fund (IJMSX) as of May 30, 2016

  • VY JPMorgan Mid Cap Value S Fund (IJMSX) management has been with VY JPMorgan Mid Cap Value S Fund for 15.2 years
  • VY JPMorgan Mid Cap Value S Fund (IJMSX) has good short-term performance (1-year return -1.02% vs -4.08% Mid-Cap Blend category median performance)
  • VY JPMorgan Mid Cap Value S Fund (IJMSX) has good mid-term performance (3-year return 10.27% vs 8.11% Mid-Cap Blend category median performance)
  • VY JPMorgan Mid Cap Value S Fund (IJMSX) has good Long-term performance (5-year return 11.68% vs 8.53% Mid-Cap Blend category median performance)
  • VY JPMorgan Mid Cap Value S Fund (IJMSX) ratio of up-years vs down years is greater than 2
  • VY JPMorgan Mid Cap Value S Fund (IJMSX) has a Morningstar rating of 4 and above
  • Asset base in VY JPMorgan Mid Cap Value S Fund (IJMSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • VY JPMorgan Mid Cap Value S Fund (IJMSX) has an annual stock turnover rate of 14.00% vs Mid-Cap Blend average of 60.70%. It is good that VY JPMorgan Mid Cap Value S management does not trade extensively for its return.
  • VY JPMorgan Mid Cap Value S Fund (IJMSX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.38, lower than category average of 12.56
  • VY JPMorgan Mid Cap Value S Fund (IJMSX) has a lower expense ratio than its Mid-Cap Blend average: 1.11% vs 1.15%

VY JPMorgan Mid Cap Value S Fund (IJMSX) Weakness What we are cautious about VY JPMorgan Mid Cap Value S (IJMSX) Fund

Data for VY JPMorgan Mid Cap Value S Fund (IJMSX) as of May 30, 2016

  • Even though VY JPMorgan Mid Cap Value S Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See VY JPMorgan Mid Cap Value S Fund (IJMSX) performance details as of May 30, 2016

 

What do you think?

 

Compare VY JPMorgan Mid Cap Value S Fund (IJMSX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
VY JPMorgan Mid Cap Value S5.72-1.0210.2711.68
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare
Shelton S&P Midcap Index Direct (SPMIX)7.31-0.499.379.66Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare VY JPMorgan Mid Cap Value S Fund (IJMSX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of VY JPMorgan Mid Cap Value S Fund (IJMSX) Net Asset TrackingVY JPMorgan Mid Cap Value S (IJMSX) Fund Net Asset

Track net asset change of VY JPMorgan Mid Cap Value S fund (IJMSX)

DateNet Asset
05/2016$615.07M
03/2016$613.93M
02/2016$576.89M
More historic net asset information on VY JPMorgan Mid Cap Value S Fund (IJMSX)

  

Graph of VY JPMorgan Mid Cap Value S Fund (IJMSX) Portfolio TrackingVY JPMorgan Mid Cap Value S (IJMSX) Fund Portfolio Allocation

Track portfolio allocation change of VY JPMorgan Mid Cap Value S fund (IJMSX)

DateCashStockBondOther
03/20163.66%96.34%0%0%
12/20150.3%99.7%0%0%
09/20150.73%97.11%0%2.16%
Click here to see more historic asset allocation information on VY JPMorgan Mid Cap Value S Fund (IJMSX)

 

graph of VY JPMorgan Mid Cap Value S Fund (IJMSX) Top 10 Position TrackingTop 10 Holdings in VY JPMorgan Mid Cap Value S (IJMSX) Fund

Discover what VY JPMorgan Mid Cap Value S Fund (IJMSX) manager is buying

Mar 30, 2016
Energen Corporation Common Stoc [1.83%]
Mohawk Industries, Inc. Common [1.79%]
EQT Corporation Common Stock [1.72%]
Columbia Pipeline Group, Inc. C [1.69%]
Arrow Electronics, Inc. Common [1.67%]
Synopsys, Inc. [1.58%]
Loews Corporation Common Stock [1.57%]
M&T Bank Corporation Common Sto [1.57%]
Jarden Corporation Common Stock [1.44%]
Jack Henry & Associates, Inc. [1.4%]

Dec 30, 2015
Jack Henry & Associates, Inc. [1.9%]
Mohawk Industries, Inc. Common [1.78%]
M&T Bank Corporation Common Sto [1.76%]
Loews Corporation Common Stock [1.63%]
Fifth Third Bancorp [1.58%]
Arrow Electronics, Inc. Common [1.55%]
Energen Corporation Common Stoc [1.51%]
Synopsys, Inc. [1.51%]
SunTrust Banks, Inc. Common Sto [1.5%]
Kroger Company (The) Common Sto [1.45%]

Sep 29, 2015
Jack Henry & Associates, Inc. [1.81%]
Mohawk Industries, Inc. Common [1.71%]
Energen Corporation Common Stoc [1.66%]
Arrow Electronics, Inc. Common [1.59%]
Loews Corporation Common Stock [1.54%]
Synopsys, Inc. [1.54%]
Fifth Third Bancorp [1.49%]
Expedia, Inc. [1.45%]
M&T Bank Corporation Common Sto [1.43%]
EQT Corporation Common Stock [1.42%]
Click here for Stock Holding Change Map in VY JPMorgan Mid Cap Value S Fund (IJMSX)

  

Latest News on VY JPMorgan Mid Cap Value S (IJMSX) Fund

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VY JPMorgan Mid Cap Value S Fund (IJMSX) Related ResourcesSee more information on VY JPMorgan Mid Cap Value S (IJMSX) Fund

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