The Fund Grade · free · no account needed
What grade does MFEGX 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
MFS Growth
#50 of 500 graded active funds · growth · large segment peer group
The point · specialist footprint
MFEGX puts more of its book behind proven specialists than 93% 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.
MFEGX vs the Honor Roll · share card ↗Conviction exposure
61%
of the book in specialist-converged names
Late-stage weight
16.8%
of the book in Crowded or Fading names
Active share
81.1%
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
MFS Growth ranks 50th out of 500 graded funds with an A grade, and 61% of its assets sit with specialist managers whose footprint lands in the top 20% of peers. The early calls on STX, TMO, and KLAC are where proven money is quietly building. Watch the Fading weight on AVGO at 4.6%, that is the single biggest risk to the thesis right now.
→ Monitor AVGO closely. At 4.6% of the fund, specialists are leaving a position that could drag returns if the exit accelerates.
→ Note the early positioning in STX and KLAC. Both are Emerging stage, meaning specialist conviction is building before broader fund ownership catches up.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.