The Fund Grade · free · no account needed

What grade does CAMOX 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 2026-09-01

Cambiar Opportunity Portfolio

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

The point · specialist footprint

CAMOX puts more of its book behind proven specialists than 73% of 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

That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8 points per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.

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

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

29.6%

of the book in specialist-converged names

Late-stage weight

11.4%

of the book in Crowded or Fading names

Active share

93.8%

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 2026-09-09

Early Conviction

AMZN 3.6%AMAT 2.3%DEO 1.8%

Consensus

ELV 3.8%DAL 3.2%TXN 3%+13 locked

Emerging

FDX 2.7%AXP 2.6%CMCSA 1.7%

Crowded

UBER 3%MDT 2.5%

Fading

PEP 3%HON 2.9%CME 2.6%+5 locked

see the names driving this grade, and how early each one is →

Watch this fund — free →X-ray what's inside →

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

PEP 3% of the fund · Fading

UBER 3% of the fund · Crowded

HON 2.9% of the fund · Fading

CME 2.6% of the fund · Fading

ON 2.6% of the fund · Fading

Where it's genuinely early

AMZN 3.6% of the fund · Early Conviction

FDX 2.7% of the fund · Emerging

AXP 2.6% of the fund · Emerging

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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