The Fund Grade · free · no account needed
What grade does GABUX 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
Gabelli Utilities Fd Class AAA
#36 of 440 graded active funds · blend · mid segment peer group
The point · specialist footprint
GABUX sits mid pack for specialist backing among graded funds.
Bottom 20%
Bottom 40%
● Middle
Top 40%
Top 20%
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
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
14.1%
of the book in specialist-converged names
Late-stage weight
39.3%
of the book in Crowded or Fading names
Active share
94.5%
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
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
GABUX earns an A grade and ranks 36th out of 440 graded funds, with specialists holding 14.1% of the portfolio. The concern is that 39.3% sits in late-stage positions, including NEE at a crowded 8% and NFG, AEP, WEC, and SO all fading, while the genuinely early bets on ES, OGE, and D are still small.
→ Monitor the combined fading weight in NFG, AEP, WEC, and SO closely, as specialists are actively leaving all four positions.
→ Note that early-conviction positions ES and D together represent under 4% weight, limiting upside from the fund's best-timed calls.
Support leaving these positions
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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