The Fund Grade · free · no account needed

What grade does PAGRX 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.

D

Fundprints Fund Grade · as of 2026-10-01

Aggressive Growth Portfolio Class I

#376 of 500 graded active funds · growth · large segment peer group

The point · specialist footprint

PAGRX sits mid pack for specialist backing among graded funds.

Bottom 20%

Bottom 40%

● Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

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.

PAGRX vs the Honor Roll · share card ↗

Conviction exposure

25.3%

of the book in specialist-converged names

Late-stage weight

23.3%

of the book in Crowded or Fading names

Active share

91.5%

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

Early Conviction
PLTR 5.5%META 4.8%ARM 4.6%+5 locked
Consensus
LMT 4.5%TWLO 2.6%APD 2.1%+12 locked
Emerging
TPL 3.9%FDX 1.8%
Crowded
STT 2.7%FCX 2.5%LEN 2%+2 locked
Fading
APP 5.1%AVGO 4.4%ALB 3.4%+5 locked

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

PAGRX grades a D, ranking 376 of 500 funds, with specialist backing at only 25.3 percent. Early Conviction positions in PLTR, META, and ARM offer some real interest, but five holdings including APP and AVGO are actively Fading, meaning specialists are walking away from more than 18 percent of the book.

→ Watch the Fading weight in APP, AVGO, ALB, GPCR, and STT closely, as specialist exits there represent a concentrated risk.

→ Three higher graded funds exist in the same segment and may carry the Early Conviction ideas with better overall specialist support.

Support leaving these positions

APP 5.1% of the fund · Fading

AVGO 4.4% of the fund · Fading

ALB 3.4% of the fund · Fading

GPCR 2.9% of the fund · Fading

STT 2.7% of the fund · Crowded

Where it's genuinely early

PLTR 5.5% of the fund · Early Conviction

META 4.8% of the fund · Early Conviction

ARM 4.6% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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