The Fund Grade · free · no account needed
What grade does SLMCX 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
Columbia Seligman Technology and Information Fund Class A
#139 of 500 graded active funds · blend · large segment peer group
The point · specialist footprint
SLMCX puts more of its book behind proven specialists than 80% 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.
SLMCX vs the Honor Roll · share card ↗Conviction exposure
45.1%
of the book in specialist-converged names
Late-stage weight
15%
of the book in Crowded or Fading names
Active share
85%
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
SLMCX earns a B grade, ranked 139 of 500, with 45% specialist ownership showing real conviction. The concern is that AVGO and GOOG, together nearly 6.5% of the fund, are both Fading, meaning specialists are actively leaving those trades. Early-stage positions in PANW, ORCL, and CVLT are small but worth watching.
→ Monitor AVGO at 4.6% weight closely, as specialist exit from a Fading position of that size can drag returns.
→ Track whether PANW and ORCL grow in weight, since their Early Conviction and Emerging stages suggest the fund may be genuinely ahead there.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.