The Fund Grade · free · no account needed

What grade does SCSCX 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.

A

Fundprints Fund Grade · as of 2026-10-01

Touchstone Large Cap Focused Fund Class C

#82 of 500 graded active funds · blend · large segment peer group

The point · specialist footprint

SCSCX puts more of its book behind proven specialists than 88% of graded funds.

Bottom 20%

Bottom 40%

Middle

Top 40%

● Top 20%

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

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.

SCSCX vs the Honor Roll — share card ↗

Conviction exposure

54%

of the book in specialist-converged names

Late-stage weight

18.6%

of the book in Crowded or Fading names

Active share

80.3%

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 2026-10-01

Early Conviction
BAC 2.8%DE 1.4%BMY 1.3%+4 locked
Consensus
MSFT 8.4%NVDA 6.7%META 6.3%+14 locked
Emerging
MKL 2.1%ORCL 1.6%HCA 1.1%+1 locked
Crowded
MDT 2.1%GS 1.2%SSNC 1%+1 locked
Fading
GOOG 8.6%BA 2%MNST 1%+4 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

Support leaving these positions

GOOG 8.6% of the fund · Fading

MDT 2.1% of the fund · Crowded

BA 2% of the fund · Fading

GS 1.2% of the fund · Crowded

MNST 1% of the fund · Fading

Where it's genuinely early

BAC 2.8% of the fund · Early Conviction

MKL 2.1% of the fund · Emerging

ORCL 1.6% of the fund · Emerging

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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