The Fund Grade · free · no account needed
What grade does POGAX 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
Putnam Large Cap Growth Fund;A
#15 of 500 graded active funds · growth · large segment peer group
The point · specialist footprint
POGAX 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 disclosing funds tracked · the graded specialists among them drive every read · 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.
POGAX vs the Honor Roll — share card ↗Conviction exposure
70%
of the book in specialist-converged names
Late-stage weight
25.8%
of the book in Crowded or Fading names
Active share
80%
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 2026-10-01
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
POGAX ranks 15th out of 500 graded funds and carries an A grade, with specialists holding 70% of the fund. The early calls on COST, ABBV, and CAT are genuinely interesting, but nearly 19% of the portfolio sits in fading positions, headlined by AVGO and GOOG, which warrants a close watch.
→ Monitor AVGO and GOOG closely, together they total 14.4% of the fund and specialists are actively leaving both positions.
→ Track whether the early positions in COST, ABBV, and CAT grow in weight, which would signal the fund is rotating toward fresher conviction.
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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