IJPMX Mutual Fund

IJPMX Mutual Fund (VY JPMorgan Mid Cap Value Portfolio S2) is managed by Voya Investment Management with $899,646.91 in net assets. IJPMX expense ratio is 1.25%, holding 96 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2009-02-27.

IJPMX performance shows a YTD return of 12.36%. The 1-year return is 16.50% and the 5-year return is 7.50%. IJPMX dividend yield stands at 39.58%, paid annually.

IJPMX top holdings include BlackRock Liquidity Funds FedFund Institutional Shares (3.3%), I Q V I A Holdings Inc. (2.3%), Mks Instruments Inc (2.1%), Silgan Holdings Inc (1.7%), Healthpeak Properties Inc (1.7%). Go to all IJPMX holdings, IJPMX sectors, or IJPMX dividends.

IJPMX can be compared against other funds. Use IJPMX overlap to find shared positions, or IJPMX vs another fund for a side-by-side view. IJPMX alternatives are available via the screener, along with tax-loss harvesting opportunities.