The Fund Grade · free · no account needed
What grade does LYRIX 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
Lyrical U.S. Value Equity Fund Institutional Class
#422 of 500 graded active funds · value · mid segment peer group
The point · specialist footprint
LYRIX puts less of its book behind proven specialists than 93% of graded funds.
● Bottom 20%
Bottom 40%
Middle
Top 40%
Top 20%
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
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.
LYRIX vs the Honor Roll · share card ↗Conviction exposure
0%
of the book in specialist-converged names
Late-stage weight
14.1%
of the book in Crowded or Fading names
Active share
97.8%
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
LYRIX grades F, ranking 422 out of 500 funds, with zero specialist backing and 14.1 percent of the portfolio in late or fading positions. FLEX alone sits at 9.6 percent and specialists are actively leaving it, which is a heavy drag on a fund that already has no specialist support building behind it. Three higher graded peers exist in this segment.
→ Watch the FLEX position closely, at 9.6 percent it is the single largest weight and specialists are fading from it now.
→ Compare LYRIX against higher graded peers in the same segment before holding further, given its F grade and zero specialist conviction.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.