The Fund Grade · free · no account needed
What grade does WOGSX 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
White Oak Select Growth Fund
#141 of 500 graded active funds · growth · large segment peer group
The point · specialist footprint
WOGSX puts more of its book behind proven specialists than 79% 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.
WOGSX vs the Honor Roll · share card ↗Conviction exposure
44.8%
of the book in specialist-converged names
Late-stage weight
25.4%
of the book in Crowded or Fading names
Active share
88%
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
White Oak Select Growth Fund earns a B grade with nearly 45% specialist ownership, placing it in the top third of graded funds. Specialists are building early positions in AMZN, GOOG, and KLAC, which is the clearest signal here. Watch the other side though, as NVS and AVGO show specialists already leaving.
→ Monitor NVS and AVGO closely, as specialist exits from both Fading positions suggest conviction there is dropping.
→ KLAC at 6.3% weight with Emerging stage backing is where the fund looks genuinely ahead of broader market consensus.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.