The Fund Grade · free · no account needed
What grade does BULIX 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 2026-09-01
American Century Utilities Fund Investor Class
#4 of 440 graded active funds · blend · mid segment peer group
The point · specialist footprint
BULIX puts more of its book behind proven specialists than 62% 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 points per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.
2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice
You pay 0.65% a year for a A.
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.
Conviction exposure
25.8%
of the book in specialist-converged names
Late-stage weight
39%
of the book in Crowded or Fading names
Active share
96.7%
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 2026-09-09
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
BULIX earns a top-four grade among 440 funds, with specialists holding a 25.8% share that gives it genuine edge in utilities. The early calls on CEG and PPL are the most compelling detail, while positions in SO, AEP, and SRE show specialists already leaving. At 0.65% the fee is moderate for this grade.
→ Watch SO, AEP, and SRE closely as specialist exits in Fading positions totaling nearly 10% of the fund are a concrete risk signal.
→ Note that CEG and PPL are Emerging stage holdings where the evidence suggests specialists are building early conviction positions.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.
The evidence base updates this week.
The specialists — not the whales — are already positioned for what comes next. Stop finding out last.
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