The Fund Grade · free · no account needed
What grade does MXXIX 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 Midcap Growth Focus Fund
#11 of 500 graded active funds · growth · mid segment peer group
The point · specialist footprint
MXXIX 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.
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.
MXXIX vs the Honor Roll · share card ↗Conviction exposure
23.4%
of the book in specialist-converged names
Late-stage weight
43.7%
of the book in Crowded or Fading names
Active share
98.7%
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 Midcap Growth Focus Fund holds an A grade and ranks 11 of 500 graded funds, a strong result. Specialists are building early in KLAC at nearly 5% of the portfolio, which is the sharpest signal here. The concern is that five positions, including TKO and APH, show specialists already leaving.
→ Watch TKO, APH, CHRW, and YOU closely, as specialist exit at four positions totaling roughly 13% of assets is a meaningful headwind.
→ KLAC at 4.7% and RVMD at 3.2% are both Emerging stage, meaning the fund is genuinely early in two names worth monitoring.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.