The Fund Grade · free · no account needed
What grade does MFOCX 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
Marsico Focus Fund
#23 of 440 graded active funds · blend · large segment peer group
The point · specialist footprint
MFOCX puts more of its book behind proven specialists than 97% 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
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
55.7%
of the book in specialist-converged names
Late-stage weight
16.5%
of the book in Crowded or Fading names
Active share
82.2%
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 2026-09-09
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
Marsico Focus Fund earns an A grade and ranks 23rd out of 440 graded funds, with specialists owning 55.7% of the portfolio. Its most striking early positions are NVDA, GE, and AMZN, all at Early Conviction stage, while META, BA, and COST are Fading, meaning proven specialists are quietly stepping away from those names.
→ Monitor the combined 13.5% weight in Fading positions META, BA, and COST closely for further specialist exits.
→ Note that NVDA, GE, and AMZN together represent over 20% in Early Conviction, where the evidence argues the fund is genuinely ahead.
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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