The Fund Grade · free · no account needed
What grade does JAMCX get?
Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.
Fundprints Fund Grade · as of 2026-10-01
JP Morgan Mid Cap Value Fund-A Share Class
#378 of 500 graded active funds · value · mid segment peer group
The point · specialist footprint
JAMCX puts less of its book behind proven specialists than 92% of graded funds.
● Bottom 20%
Bottom 40%
Middle
Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.
10,000+ funds tracked · the graded specialists among them drive every read
3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →
The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.
JAMCX vs the Honor Roll · share card ↗Conviction exposure
1%
of the book in specialist-converged names
Late-stage weight
30%
of the book in Crowded or Fading names
Active share
88.8%
how far it strays from the index
The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.
Inside the book: top names by stage · as of 2026-10-20
We email you the day it crosses 50% crowded, and where you stand every month.
Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.
The read · what to do with it
JAMCX grades a D, ranking 378 out of 500 funds, with specialists holding just 1% of the portfolio. Thirty percent sits in late-stage positions, and names like NI, REG, MKSI, and DOV are actively being exited by specialists. Early spots in XEL, FIS, and GEHC offer some promise but are not enough to offset the broader picture.
→ Watch the fading positions in NI, REG, MKSI, and DOV closely, as specialist exits often precede further price weakness.
→ Compare JAMCX against the 3 higher graded funds in the mid cap value segment before your next review date.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.