The Fund Grade · free · no account needed
What grade does FAMEX 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
FAM Dividend Focus Fund Investor
#216 of 440 graded active funds · value · mid segment peer group
The point · specialist footprint
FAMEX puts less of its book behind proven specialists than 77% 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 points 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.
2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice
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
3.3%
of the book in specialist-converged names
Late-stage weight
23.1%
of the book in Crowded or Fading names
Active share
97.8%
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
FAMEX holds a B grade with specialist backing at just 3.3%, meaning conviction here is thin overall. The brightest spot is AJG at 6.3% weight, where specialists are still building early positions. On the other side, SYK and MLM are both fading, together representing over 10% of the fund.
→ Watch SYK and MLM closely, as specialists are actively leaving both positions that together exceed 10% of the fund.
→ AJG and FAST carry Early Conviction signals, worth monitoring to see if specialist interest continues to build there.
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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