The Fund Grade · free · no account needed

What grade does ACSRX 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 2026-09-01

Invesco Comstock Fund Class R

#376 of 440 graded active funds · blend · large segment peer group

The point · specialist footprint

ACSRX 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 pts/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.

2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice

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.

Conviction exposure

17.9%

of the book in specialist-converged names

Late-stage weight

17.3%

of the book in Crowded or Fading names

Active share

88.5%

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 2026-09-09

Early Conviction
FITB 1.4%INVH 0.5%IQV 0.5%+1 locked
Consensus
BAC 3.3%MSFT 2.4%CSCO 2.4%+39 locked
Emerging
FDX 1.9%HBAN 1.6%CTSH 1.1%+3 locked
Crowded
CVS 2.5%NXPI 1.8%TRU 1.2%+2 locked
Fading
SRE 1.7%TXT 1.3%SNY 1.3%+6 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

Support leaving these positions

CVS 2.5% of the fund · Crowded

NXPI 1.8% of the fund · Crowded

SRE 1.7% of the fund · Fading

TXT 1.3% of the fund · Fading

SNY 1.3% of the fund · Fading

Where it's genuinely early

FDX 1.9% of the fund · Emerging

HBAN 1.6% of the fund · Emerging

FITB 1.4% of the fund · Early Conviction

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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