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VY JPMorgan Small Cap Core Equity I (IJSIX) Fund Ranking and Research

Ranking, Research and Recommendation of VY JPMorgan Small Cap Core Equity I (IJSIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of VY JPMorgan Small Cap Core Equity I Fund (IJSIX) ManagerFund Manager - Daniel S. Percella

Fund Manager Information

Fund Manager Tenure: 4.3 years
Similar Funds: IJSAX  IJSSX  IJSTX 
Fund Family: Voya
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

 

Graph of VY JPMorgan Small Cap Core Equity I Fund (IJSIX) ProfileVY JPMorgan Small Cap Core Equity I Fund (IJSIX) Profile

Fund Profile and Description

VY JPMorgan Small Cap Core Equity I Fund seeks capital growth over the long term. VY JPMorgan Small Cap Core Equity I Fund invests at least 80% of net assets (plus borrowings for investment purposes) in equity securities of small-capitalization companies with market capitalization equal to those within a universe of Russell 2000 index stocks. It may also invest up to 20% of total assets in foreign securities. VY JPMorgan Small Cap Core Equity I Fund may also invest up to 20% of total assets in convertible securities which generally pay interest or dividends and which can be converted into common or preferred stock.

 

VY JPMorgan Small Cap Core Equity I (IJSIX) Fund Strength What we like about VY JPMorgan Small Cap Core Equity I (IJSIX) Fund

Data for VY JPMorgan Small Cap Core Equity I Fund (IJSIX) as of May 30, 2016

  • VY JPMorgan Small Cap Core Equity I Fund (IJSIX) management has been with VY JPMorgan Small Cap Core Equity I Fund for 4.3 years
  • VY JPMorgan Small Cap Core Equity I Fund (IJSIX) has good short-term performance (1-year return -4.30% vs -5.18% Small Blend category median performance)
  • VY JPMorgan Small Cap Core Equity I Fund (IJSIX) has good mid-term performance (3-year return 8.82% vs 6.96% Small Blend category median performance)
  • VY JPMorgan Small Cap Core Equity I Fund (IJSIX) has good Long-term performance (5-year return 9.96% vs 7.84% Small Blend category median performance)
  • VY JPMorgan Small Cap Core Equity I Fund (IJSIX) has a Morningstar rating of 4 and above
  • Asset base in VY JPMorgan Small Cap Core Equity I Fund (IJSIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • VY JPMorgan Small Cap Core Equity I Fund (IJSIX) has an annual stock turnover rate of 38.00% vs Small Blend average of 52.13%. It is good that VY JPMorgan Small Cap Core Equity I management does not trade extensively for its return.
  • VY JPMorgan Small Cap Core Equity I Fund (IJSIX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.28, lower than category average of 14.58
  • VY JPMorgan Small Cap Core Equity I Fund (IJSIX) has a lower expense ratio than its Small Blend average: 0.85% vs 1.22%
  • VY JPMorgan Small Cap Core Equity I Fund (IJSIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

VY JPMorgan Small Cap Core Equity I Fund (IJSIX) Weakness What we are cautious about VY JPMorgan Small Cap Core Equity I (IJSIX) Fund

Data for VY JPMorgan Small Cap Core Equity I Fund (IJSIX) as of May 30, 2016

  • VY JPMorgan Small Cap Core Equity I Fund (IJSIX) ratio of up-years vs down years can be improved
See VY JPMorgan Small Cap Core Equity I Fund (IJSIX) performance details as of May 30, 2016

 

What do you think?

 

Compare VY JPMorgan Small Cap Core Equity I Fund (IJSIX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
VY JPMorgan Small Cap Core Equity I3.34-4.308.829.96
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare
Shelton S&P Smallcap Index Direct (SMCIX)5.390.849.8410.68Compare

See top fund managers for Small Blend Category Funds

 

Compare VY JPMorgan Small Cap Core Equity I Fund (IJSIX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of VY JPMorgan Small Cap Core Equity I Fund (IJSIX) Net Asset TrackingVY JPMorgan Small Cap Core Equity I (IJSIX) Fund Net Asset

Track net asset change of VY JPMorgan Small Cap Core Equity I fund (IJSIX)

DateNet Asset
05/2016$693.24M
03/2016$684.20M
02/2016$641.89M
More historic net asset information on VY JPMorgan Small Cap Core Equity I Fund (IJSIX)

  

Graph of VY JPMorgan Small Cap Core Equity I Fund (IJSIX) Portfolio TrackingVY JPMorgan Small Cap Core Equity I (IJSIX) Fund Portfolio Allocation

Track portfolio allocation change of VY JPMorgan Small Cap Core Equity I fund (IJSIX)

DateCashStockBondOther
03/20162.51%97.33%0%0.16%
12/20152.88%96.23%0%0.89%
09/20152.54%96.69%0%0.77%
Click here to see more historic asset allocation information on VY JPMorgan Small Cap Core Equity I Fund (IJSIX)

 

graph of VY JPMorgan Small Cap Core Equity I Fund (IJSIX) Top 10 Position TrackingTop 10 Holdings in VY JPMorgan Small Cap Core Equity I (IJSIX) Fund

Discover what VY JPMorgan Small Cap Core Equity I Fund (IJSIX) manager is buying

Mar 30, 2016
Toro Company (The) Common Stock [1.39%]
Spectrum Brands Holdings, Inc. [1.35%]
Portland General Electric Co Co [1.25%]
AptarGroup, Inc. Common Stock [1.21%]
Waste Connections, Inc. Common [1.06%]
IDEXX Laboratories, Inc. [0.99%]
Russell 2000 Index Mini Futures June16 [0.99%]
Crown Holdings, Inc. [0.97%]
Pool Corporation [0.92%]
Catalent, Inc. Common Stock [0.85%]

Dec 30, 2015
Waste Connections, Inc. Common [1.41%]
Portland General Electric Co Co [1.35%]
Russell 2000 Mini Mar16 [1.31%]
Toro Company (The) Common Stock [1.23%]
Spectrum Brands Holdings, Inc. [1.2%]
Pool Corporation [1.16%]
AptarGroup, Inc. Common Stock [1.08%]
IDEXX Laboratories, Inc. [1%]
Crown Holdings, Inc. [0.93%]
Brinker International, Inc. Com [0.92%]

Sep 29, 2015
Waste Connections, Inc. Common [1.58%]
Portland General Electric Co Co [1.33%]
Jarden Corporation Common Stock [1.16%]
Toro Company (The) Common Stock [1.13%]
Pool Corporation [1.1%]
AptarGroup, Inc. Common Stock [1.08%]
IDEXX Laboratories, Inc. [1.03%]
Spectrum Brands Holdings, Inc. [1.03%]
Brinker International, Inc. Com [1.02%]
Russell 2000 Mini Dec15 12/18/2015 [0.99%]
Click here for Stock Holding Change Map in VY JPMorgan Small Cap Core Equity I Fund (IJSIX)

  

Latest News on VY JPMorgan Small Cap Core Equity I (IJSIX) Fund

See what is happening with VY JPMorgan Small Cap Core Equity I Fund (IJSIX)

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VY JPMorgan Small Cap Core Equity I Fund (IJSIX) Related ResourcesSee more information on VY JPMorgan Small Cap Core Equity I (IJSIX) Fund

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