Morningstar® Investment Profile™   Morningstar®
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VY® JPMorgan Emerging Markets Equity I  IJEMX
Release date as of 2024-04-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2024-04-30
Out of 716
Diversified Emerging Mkts Funds
Morningstar®
Style Box™
What is this?
As of 2024-03-31
Total Fund Assets ($ Mil)
282.85
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks capital appreciation.
Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities and equity-related instruments of issuers located in at least three countries with emerging securities markets. Countries with emerging markets include most countries in the world except Australia, Canada, Japan, New Zealand, the United Kingdom, the United States, and most of the countries of western Europe.
  Morningstar Category: Diversified Emerging Mkts
Diversified emerging-markets portfolios tend to divide their assets among 20 or more nations, although they tend to focus on the emerging markets of Asia and Latin America rather than on those of the Middle East, Africa, or Europe. These portfolios invest predominantly in emerging market equities, but some funds also invest in both equities and fixed income investments from emerging markets. 
  Investment Risks
Foreign Securities Funds/Emerging Market Funds: Risks include, but are not limited to, currency risk, political risk, and risk associated with varying accounting standards. Investing in emerging markets may accentuate these risks.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 4.0
Bullet Non-U.S. Stocks Non-U.S. Stocks 94.9
Bullet Bonds Bonds 0.0
Bullet Cash Cash 1.1
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2024-03-31
Morningstar Equity Sectors
% of Stocks
Cyclical 41.72
Basic Materials 3.91
Consumer Cyclical 14.95
Financial Services 22.86
Real Estate 0.00
Sensitive 43.32
Communication Services 7.93
Energy 1.25
Industrials 7.05
Technology 27.09
Defensive 14.96
Consumer Defensive 12.09
Healthcare 2.87
Utilities 0.00
Data through 2024-03-31
Morningstar World Regions
% Fund
Americas 20.9
North America 4.1
Latin America 16.8
Greater Europe 11.3
United Kingdom 0.0
Europe Developed 3.9
Europe Emerging 3.0
Africa/Middle East 4.5
Greater Asia 67.8
Japan 0.0
Australasia 0.0
Asia Developed 31.1
Asia Emerging 36.7
Data through 2024-03-31
Holding Status
Total Number of Stock Holdings 71
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 35.56
Turnover % (as of 2022-12-31) 18.00
30 Day SEC Yield % ---
Top Holdings
Sector Country % of Net
Assets
Taiwan Semiconductor Manufacturing Co Ltd Taiwan 7.48
Samsung Electronics Co Ltd South Korea 6.01
Tencent Holdings Ltd China 4.85
Taiwan Semiconductor Manufacturing Co Ltd ADR Taiwan 3.43
Banco Bilbao Vizcaya Argentaria SA Spain 2.63
Nu Holdings Ltd Ordinary Shares Class A Brazil 2.59
MercadoLibre Inc Brazil 2.47
SK Hynix Inc South Korea 2.17
Kia Corp South Korea 1.98
PT Bank Rakyat Indonesia (Persero) Tbk Registered Shs Series -B- Indonesia 1.95
Data through 2024-03-31
  Principal Risks   
Lending, Credit and Counterparty, Extension, Prepayment (Call), Currency, Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Country or Region, Capitalization, Value Investing, Issuer, Interest Rate, Market/Market Volatility, Convertible Securities, High-Yield Securities, Mortgage-Backed and Asset-Backed Securities, Repurchase Agreements, Restricted/Illiquid Securities, Underlying Fund/Fund of Funds, U.S. Government Obligations, Derivatives, Socially Conscious, China Region, Financials Sector, Real Estate/REIT Sector
Show Risk Definitions
  Other Information
Inception Date: 2005-12-02
Portfolio Manager(s)
Leon Eidelman   (2013-04-30)
Leon Eidelman, CFA, Portfolio Manager and Managing Director, has been with JPMorgan since 2002 and is responsible for global emerging markets portfolios. An employee since 2002, Leon is a member of the group of global emerging markets portfolio managers responsible for the fundamental, bottom-up portfolios, including the GEM Discovery and GEM Focused strategies. He is lead manager of the GEM Discovery strategy and is a portfolio manager on the GEM Focused strategy. Leon holds a B.A. in Economics with a concentration in Finance from Cornell University and is a CFA Charterholder.
Amit Mehta   (2013-04-30)
Amit Mehta, Managing Director, is a portfolio manager within the Emerging Markets and Asia Pacific (EMAP) Equities team based in London. An employee since 2011, Amit previously worked at Prusik Investment Management (2009-2011) and Atlantis Investment Management (2007-2009) where he was an Asian equities analyst and portfolio manager. Prior to this, he was a global emerging markets analyst at Aviva Investors (2004-2007) and an investment consultant at Mercer Investment Consulting (2000-2004). Amit obtained a B.Sc (Honours) in Mathematics from Kings College London. He is a CFA Charterholder.
Austin Forey   (2005-04-29)
Austin Forey, Portfolio Manager and Managing Director, has been at JPMorgan (or one of its predecessors) since 1988 and is responsible for global emerging markets portfolios, a role he has fulfilled since 1994. Prior to this he worked in the U.K. team, where he was deputy head of U.K. research. Before this, Austin worked as a research analyst covering engineering, and subsequently all financial sectors. Austin obtained a B.A. in Modern Languages from Cambridge University, and earned a Ph.D. in Modern Languages from Cambridge University.
Investment Advisor(s)
Voya Investments, LLC
Issuer
Voya
Subadvisor(s)
J.P. Morgan Investment Management, Inc.
Show Data Definitions

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