The Fund Grade · free · no account needed

What grade does ARYVX 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.

F

Fundprints Fund Grade · as of 2026-10-01

American Century Global Real Estate Fd Inv Cl

#429 of 500 graded active funds · blend · mid segment peer group

The point · specialist footprint

ARYVX puts less of its book behind proven specialists than 93% of 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

That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.

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

You pay 1.11% a year for a F.

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.

ARYVX vs the Honor Roll · share card ↗

Conviction exposure

0%

of the book in specialist-converged names

Late-stage weight

40.2%

of the book in Crowded or Fading names

Active share

98.6%

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
OHI 0.8%
Consensus
WELL 9.4%VTR 3%IRM 2.8%+9 locked
Emerging
ESS 2.8%
Crowded
PECO 1.4%BNL 1.2%CPT 1.1%+2 locked
Fading
PLD 7.6%EQIX 6.9%DLR 4.6%+9 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

ARYVX earns an F grade, ranking 429 out of 500 funds, with zero specialist backing and a 1.11% fee that is hard to justify. Over 40% of the portfolio sits in late-stage or fading positions, including PLD and EQIX where specialists are actively leaving. Higher-graded options exist in the same fund family and across the global real estate segment.

→ Watch the combined 19.9% weight in fading PLD, EQIX, DLR, REG, and CTRE as specialist exits there could pressure returns.

→ Compare the 1.11% annual fee against the F grade, given that three higher-graded peers exist in the same segment.

Support leaving these positions

PLD 7.6% of the fund · Fading

EQIX 6.9% of the fund · Fading

DLR 4.6% of the fund · Fading

REG 2% of the fund · Fading

CTRE 1.8% of the fund · Fading

Where it's genuinely early

ESS 2.8% of the fund · Emerging

OHI 0.8% of the fund · Early Conviction

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

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

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