The Fund Grade · free · no account needed
What grade does ACEIX 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
Invesco Equity and Income Fund Class A
#338 of 500 graded active funds · value · large segment peer group
The point · specialist footprint
ACEIX sits mid pack for specialist backing among graded funds.
Bottom 20%
Bottom 40%
● Middle
Top 40%
Top 20%
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
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.
ACEIX vs the Honor Roll · share card ↗Conviction exposure
28%
of the book in specialist-converged names
Late-stage weight
14%
of the book in Crowded or Fading names
Active share
87.2%
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
ACEIX grades D, ranking 338 out of 500 funds, with specialists making up only 28% of its backing. Early conviction positions in BAC, CFG, and MRK offer some genuine upside, but CVS, PNC, and FTV are all fading, meaning proven specialists are actively leaving those trades. Higher graded funds exist both in this segment and within Invesco itself.
→ Watch the combined fading weight in CVS, PNC, and FTV closely, as specialist exits there signal real headwinds for those holdings.
→ Compare ACEIX against the three higher graded funds in this segment before adding new money, given its D grade and weak specialist backing.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.