Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
JPMorgan Fundamental Data Science Mid Core ETF(MCDS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MCDS
10/28/2026: MCDS (2-star) is currently NOT-A-BUY. Pass it for now.
MCDS provides active exposure to U.S. mid-cap equities by leveraging a systematic, data-science-driven process to select high-quality investments. Its primary strength lies in the research expertise of J.P. Morgan, offering a potential edge over passive alternatives through sophisticated quantitative modeling. It is best used as a satellite position for investors seeking to outperform mid-cap benchmarks, though it carries higher fees and the inherent risks of active management. Investors should monitor the fund’s tracking performance and AUM growth to ensure liquidity remains sufficient over the long term. The strategy is best suited for those who believe data-driven models can consistently identify mispriced, growing mid-sized companies.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund's focus on identifying mid-cap companies with growth potential aligns well with growth-oriented mandates. |
| Momentum investor | Mixed fit | While the quantitative model may capture momentum, the fund's fundamental core makes it a less pure play on short-term price trends. |
| Value investor | Mixed fit | The fund incorporates fundamental analysis, but it is not exclusively focused on deep-value stock selection. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation rather than yield generation, making it less suitable for pure income seekers. |
| Low-risk investor | Weak fit | Equity exposure in the mid-cap space inherently carries more volatility than fixed-income or large-cap defensive strategies. |
Investor Profile
Ideal Investor Profile
The ideal investor is a growth-oriented individual or institution comfortable with active management who believes that data-driven insights can identify superior mid-cap companies.
Suitability
This ETF is best suited for long-term investors seeking to complement their core portfolio with an active, quant-enhanced mid-cap strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks historically exhibit higher price swings compared to large-cap stocks. |
| Market risk | Medium / high | The fund is directly exposed to broad equity market fluctuations and systematic economic risks. |
| Concentration | Medium | Active strategies may lead to overweight positions in certain sectors or themes, increasing specific risk. |
| Tracking/expense | Low | As an active fund, it does not aim to track an index, making tracking error a non-factor, though expense ratios are higher. |
| Liquidity | Medium | Mid-cap securities may face liquidity constraints during periods of market stress. |
| Business/sector quality | Medium | Performance relies on the management team's ability to identify businesses that maintain quality metrics over time. |
Risk Analysis
Volatility
MCDS is expected to exhibit volatility consistent with the broader U.S. mid-cap equity market, potentially intensified by active sector tilts.
Market Risk
The fund is subject to systematic risk; if the economy slows or mid-cap earnings falter, the fund's value will likely decline.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 98 | This provides core exposure to medium-sized companies that often offer a balance of growth potential and stability. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash position is maintained for liquidity management and operational needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 3.19% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.