The Fund Grade · free · no account needed
What grade does EGFIX 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
Edgewood Growth Fund Class Institutional
#111 of 500 graded active funds · growth · large segment peer group
The point · specialist footprint
EGFIX puts more of its book behind proven specialists than 83% 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
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.
EGFIX vs the Honor Roll · share card ↗Conviction exposure
49.5%
of the book in specialist-converged names
Late-stage weight
48.7%
of the book in Crowded or Fading names
Active share
92.5%
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 2026-10-20
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
Edgewood Growth ranks 111 of 500 graded funds with a B grade and nearly half its assets held by specialists. The early story here is NVDA and Synopsys, where specialists are still building, but ASML and Broadcom are both Fading, together representing over 15 percent of the fund.
→ Watch ASML and AVGO closely, as specialists are leaving positions that together make up more than 15 percent of the fund.
→ The early conviction in NVDA and Synopsys is the clearest forward-looking signal this fund holds right now.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.