The Fund Grade · free · no account needed
What grade does JUEAX 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
JPMorgan U.S. Equity Fund Class A
#94 of 500 graded active funds · blend · large segment peer group
The point · specialist footprint
JUEAX puts more of its book behind proven specialists than 86% of graded funds.
Bottom 20%
Bottom 40%
Middle
Top 40%
● Top 20%
That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8 points per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.
2,825 disclosing funds tracked · the graded specialists among them drive every read · evidence, not advice
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.
JUEAX vs the Honor Roll — share card ↗Conviction exposure
52.1%
of the book in specialist-converged names
Late-stage weight
24.5%
of the book in Crowded or Fading names
Active share
82.3%
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 2026-10-01
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
JUEAX earns a B grade and ranks 94 out of 500, with specialists holding 52.1% of the fund, a solid base of expert conviction. The early story here is AXP and DIS, both at Early Conviction stage, meaning proven specialists are still building. Watch the fading side though: AVGO, LOW, NEE, WMT, and SYK together carry meaningful weight as specialists exit those trades.
→ Monitor AVGO and LOW closely, as specialist exits from two of the largest fading positions could drag near-term performance.
→ AXP and DIS are early-stage positions worth tracking to see if specialist conviction continues to build over coming quarters.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.
The evidence base updates this week.
The specialists — not the whales — are already positioned for what comes next. Stop finding out last.
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