The Fund Grade · free · no account needed
What grade does POLRX 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
Polen Growth Fund;Investor
#88 of 500 graded active funds · growth · large segment peer group
The point · specialist footprint
POLRX puts more of its book behind proven specialists than 87% 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.
POLRX vs the Honor Roll · share card ↗Conviction exposure
52.5%
of the book in specialist-converged names
Late-stage weight
36.2%
of the book in Crowded or Fading names
Active share
84.2%
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
Polen Growth Fund earns an A grade, ranking 88th of 500 graded funds, with specialists holding 52.5% of the book. The early conviction calls in MSFT, GOOG, and AMZN stand out, while AVGO and ORCL, together over 13% of assets, are both Fading. Worth watching how that tension resolves.
→ Monitor AVGO and ORCL closely, specialists are exiting both positions which together represent 13.1% of the fund.
→ Note the Early Conviction reads on MSFT, GOOG, and AMZN as evidence the fund is genuinely ahead of consensus there.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.