The Fund Grade · free · no account needed
What grade does PRISX 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
T. Rowe Price Financial Services Fund
#493 of 500 graded active funds · blend · large segment peer group
The point · specialist footprint
PRISX puts less of its book behind proven specialists than 76% of graded funds.
Bottom 20%
● Bottom 40%
Middle
Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.
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.
PRISX vs the Honor Roll · share card ↗Conviction exposure
7.1%
of the book in specialist-converged names
Late-stage weight
18.6%
of the book in Crowded or Fading names
Active share
95.8%
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
PRISX grades F, ranking 493 out of 500 funds, with only 7.1% specialist backing. Goldman Sachs, Morgan Stanley, and KKR are all in Fading stage, meaning proven specialists are already leaving those positions. The early bright spots in JPM, Citigroup, and Wells Fargo are real but outweighed by the crowded and fading weight sitting at 18.6%.
→ Watch GS, MS, and KKR closely, as specialist exit from all three suggests the thesis behind those positions is weakening.
→ Compare this fund against the three higher graded peers in the same segment, given the F grade and thin specialist backing of 7.1%.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.