The Fund Grade · free · no account needed
What grade does VALLX 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
Value Line Larger Companies Focused Fund
#96 of 500 graded active funds · value · large segment peer group
The point · specialist footprint
VALLX puts more of its book behind proven specialists than 86% 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.
VALLX vs the Honor Roll · share card ↗Conviction exposure
51.9%
of the book in specialist-converged names
Late-stage weight
26.3%
of the book in Crowded or Fading names
Active share
84.4%
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
VALLX earns a B grade and ranks in the top 96 of 500 graded funds, with specialists owning just over half the book. The early calls on HOOD and INSM stand out, but five of the largest positions including APP, AVGO, and TSLA are all Fading, meaning specialists who built those trades are now walking away.
→ Watch the combined 19.5% weight in Fading positions closely, as specialist exits from APP, AVGO, MDGL, TSLA, and NFLX could pressure near-term returns.
→ Note that higher graded funds exist within the same Value Line family, worth comparing before adding to this position.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.