The Fund Grade · free · no account needed
What grade does YCGEX 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
YCG Enhanced
#483 of 500 graded active funds · blend · large segment peer group
The point · specialist footprint
YCGEX puts less of its book behind proven specialists than 71% of graded funds.
Bottom 20%
● Bottom 40%
Middle
Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.
10,000+ funds tracked · the graded specialists among them drive every read
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.
YCGEX vs the Honor Roll · share card ↗Conviction exposure
11%
of the book in specialist-converged names
Late-stage weight
43.4%
of the book in Crowded or Fading names
Active share
90.2%
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
YCGEX grades F and ranks 483 out of 500 funds, with only 11% specialist backing and 43% of the portfolio sitting in crowded or fading positions. FICO and AON are both in Fading stage, meaning proven specialists are already leaving those trades. MCO, MSFT, and LIN show Early Conviction, but that early promise is buried under a lot of late-stage weight.
→ Watch FICO at 6.2% and AON at 3.9%, as specialists are actively leaving both positions right now.
→ Compare this fund against the 3 higher graded peers in the same segment, given the F grade and heavy crowded exposure.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.