The Fund Grade · free · no account needed
What grade does OILVX 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
Optimum Large Cap Value Fund Class I
#327 of 500 graded active funds · value · large segment peer group
The point · specialist footprint
OILVX 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
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.
OILVX vs the Honor Roll · share card ↗Conviction exposure
28.5%
of the book in specialist-converged names
Late-stage weight
26.1%
of the book in Crowded or Fading names
Active share
84.3%
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
Optimum Large Cap Value Fund sits at rank 327 of 500 graded funds, a D grade that reflects weak specialist conviction at just 28.5%. Specialists are early on JPM, XOM, and RTX, but five positions including BA and PEP show specialists actively leaving. Over a quarter of the portfolio sits in late or fading stages.
→ Watch BA and PEP closely, as specialists are fading from both and combined they represent 2.9% of the fund.
→ Three higher graded funds in the same segment exist. The evidence argues for comparing those grades before staying put here.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.