The Fund Grade · free · no account needed
What grade does ARTLX 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
Artisan Value Fund Inv Shs
#185 of 500 graded active funds · value · large segment peer group
The point · specialist footprint
ARTLX puts more of its book behind proven specialists than 72% 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% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.
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.
ARTLX vs the Honor Roll · share card ↗Conviction exposure
40.2%
of the book in specialist-converged names
Late-stage weight
17.2%
of the book in Crowded or Fading names
Active share
91.8%
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
Artisan Value Fund grades C and ranks 185 of 500, with specialist investors holding about 40% of the book, a mixed signal. The early positioning in TMO, BAC, and UPS is genuinely interesting, but GOOG and PNC are both Fading, meaning specialists are already walking away from two of the top holdings. Higher graded funds exist in both this family and this segment.
→ Watch GOOG and PNC closely, as specialist exits from both fading positions could pressure the fund's near-term returns.
→ Compare this fund against the three higher graded peers in the same segment, one may carry a better grade at a similar fee.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.