The Fund Grade · free · no account needed

What grade does ACCNX 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.

D

Fundprints Fund Grade · as of 2026-10-01

American Century Core Plus Fd Investor Cl

#330 of 500 graded active funds · blend · large segment peer group

The point · specialist footprint

ACCNX sits mid pack for specialist backing among 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

The middle rungs sat between the extremes, and the pattern was monotonic: every step up in specialist backing came with better subsequent results. Not damning, not compelling. The fee decides whether it is worth it.

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

You pay 0.55% a year for a D.

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.

ACCNX vs the Honor Roll · share card ↗

Conviction exposure

28.3%

of the book in specialist-converged names

Late-stage weight

37.8%

of the book in Crowded or Fading names

Active share

91.4%

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
SAN 0.5%C 0.5%SAN 0.4%+38 locked
Consensus
T 0.7%T 0.5%UBS 0.4%+87 locked
Emerging
RCKT 0.4%NXST 0.3%SEB 0.3%+11 locked
Crowded
FR 0.8%FR 0.6%FR 0.6%+47 locked
Fading
FN 1%FN 0.8%FN 0.7%+94 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

ACCNX earns a D grade, ranking 330 out of 500 funds, with just 28.3% specialist share and a 0.55% fee that is hard to justify at that level. The single most striking detail is the repeated Fading signal on FN across multiple position weights, suggesting specialists have been steadily exiting that name. Higher graded funds exist in both this family and this segment.

→ Watch the FN position closely, as specialists appear to be leaving it across multiple sleeve sizes within this fund.

→ Compare ACCNX's 0.55% fee against the three higher graded peers in the same segment before your next review.

Support leaving these positions

FN 1% of the fund · Fading

FN 0.8% of the fund · Fading

FR 0.8% of the fund · Crowded

FN 0.7% of the fund · Fading

FN 0.6% of the fund · Fading

Where it's genuinely early

SAN 0.5% of the fund · Early Conviction

C 0.5% of the fund · Early Conviction

RCKT 0.4% of the fund · Emerging

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

Find out whether you're early or late. It costs nothing.

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