The Fund Grade · free · no account needed

What grade does PJGZX 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.

B

Fundprints Fund Grade · as of 2026-10-01

PGIM Jennison Focused Value Z

#159 of 500 graded active funds · value · large segment peer group

The point · specialist footprint

PJGZX puts more of its book behind proven specialists than 76% of graded funds.

Bottom 20%

Bottom 40%

Middle

● Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.

10,000+ funds tracked · the graded specialists among them drive every read

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.

PJGZX vs the Honor Roll · share card ↗

Conviction exposure

42%

of the book in specialist-converged names

Late-stage weight

24.2%

of the book in Crowded or Fading names

Active share

88.4%

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

Early Conviction
XOM 4.6%SHEL 3.8%AMZN 3.5%+4 locked
Consensus
TOL 3.5%TSM 3.4%CNP 3.2%+11 locked
Emerging
JPM 4.4%AMAT 2.6%
Crowded
GOOGL 4.7%MTB 2.5%BAC 2.2%
Fading
NI 4.8%WMT 4.5%GS 2.1%+2 locked

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

PGIM Jennison Focused Value Z earns a B grade with 42% specialist backing, placing it in the top third of graded funds. The early story here is NOC, MET, and BAC, where proven specialists are still building. The concern is that NI and WMT together represent over 9% of the fund and specialists are actively leaving both.

→ Watch NI, WMT, CNP, and PNC closely, four fading positions totaling over 15% of the fund.

→ Higher graded funds exist within the same PGIM family, worth comparing before adding to this position.

Support leaving these positions

NI 4.8% of the fund · Fading

GOOGL 4.7% of the fund · Crowded

WMT 4.5% of the fund · Fading

MTB 2.5% of the fund · Crowded

BAC 2.2% of the fund · Crowded

Where it's genuinely early

XOM 4.6% of the fund · Early Conviction

JPM 4.4% of the fund · Emerging

SHEL 3.8% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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