The Fund Grade · free · no account needed
What grade does MGLBX 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
Marsico Global Fund
#9 of 440 graded active funds · blend · large segment peer group
The point · specialist footprint
MGLBX puts more of its book behind proven specialists than 99% 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 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
65%
of the book in specialist-converged names
Late-stage weight
20.4%
of the book in Crowded or Fading names
Active share
83.1%
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
Marsico Global Fund earns an A grade and ranks 9th out of 440 graded funds, with 65% specialist ownership signaling strong conviction. Specialists are building early positions in NVDA, AMZN, and GS, which is encouraging, though META, COST, and BA show specialists exiting, representing a combined weight worth watching closely.
→ Monitor the combined 11% weight in META, COST, and BA where specialists are actively leaving these fading positions.
→ The early conviction cluster in NVDA, AMZN, and GS at roughly 14.6% combined weight supports the A grade argument.
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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