The Fund Grade · free · no account needed

What grade does TWVLX 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.

F

Fundprints Fund Grade · as of 2026-10-01

American Century Value Investor Class

#452 of 500 graded active funds · value · large segment peer group

The point · specialist footprint

TWVLX sits mid pack for specialist backing among graded funds.

Bottom 20%

Bottom 40%

● Middle

Top 40%

Top 20%

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

The middle rungs sat between the extremes, and the pattern was monotonic: every step up in specialist backing came with better subsequent results. Not damning, not compelling. The fee decides whether it is worth it.

10,000+ funds tracked · the graded specialists among them drive every read

You pay 0.98% a year for a F.

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.

TWVLX vs the Honor Roll · share card ↗

Conviction exposure

20.5%

of the book in specialist-converged names

Late-stage weight

25.3%

of the book in Crowded or Fading names

Active share

92.3%

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 2026-10-20

Early Conviction
XOM 2.2%CVX 2.1%XEL 1.7%+7 locked
Consensus
BRK-A 3%JNJ 2.7%USB 2.3%+44 locked
Emerging
JPM 2.7%HON 0.8%LHX 0.7%+4 locked
Crowded
GOOGL 2.5%BAC 1.8%STT 1.5%+6 locked
Fading
PEP 2%TFC 1.2%BKR 1.1%+7 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

American Century Value Investor Class ranks 452 out of 500 graded funds with an F grade, and its 0.98% annual fee is hard to justify at that level. Only 20.5% of the fund sits with specialist buyers, while names like PEP and GOOGL show specialists actively leaving. JPM, XOM, and CVX are genuine early-stage bright spots, but they are outweighed by the crowded and fading positions.

→ Watch PEP closely, as specialists are in a Fading stage there, signaling further potential weakness in that position.

→ Compare this fund's 0.98% fee against the 3 higher-graded peers in the same segment before your next review.

Support leaving these positions

GOOGL 2.5% of the fund · Crowded

PEP 2% of the fund · Fading

BAC 1.8% of the fund · Crowded

STT 1.5% of the fund · Crowded

TFC 1.2% of the fund · Fading

Where it's genuinely early

JPM 2.7% of the fund · Emerging

XOM 2.2% of the fund · Early Conviction

CVX 2.1% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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