The Fund Grade · free · no account needed
What grade does MGRIX 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
Marsico Growth Fund
#31 of 500 graded active funds · growth · large segment peer group
The point · specialist footprint
MGRIX puts more of its book behind proven specialists than 96% 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.
MGRIX vs the Honor Roll · share card ↗Conviction exposure
64.1%
of the book in specialist-converged names
Late-stage weight
16%
of the book in Crowded or Fading names
Active share
84.7%
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
Marsico Growth Fund earns an A grade and ranks 31st out of 500, with 64% specialist backing. Specialists are building early positions in Costco, McDonald's, and Citigroup, which is the most striking setup here. The fading weight in Netflix, Broadcom, and Boeing is worth watching closely.
→ Monitor the combined 8.6% weight in fading NFLX, AVGO, and BA as specialist exits could pressure returns.
→ Note the early specialist conviction in COST and MCD, where proven managers are still building positions.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.