The Fund Grade · free · no account needed
What grade does SCATX 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
Virtus Zevenbergen Innovative Growth Stock Fund Class I
#109 of 440 graded active funds · growth · large segment peer group
The point · specialist footprint
SCATX puts more of its book behind proven specialists than 81% 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
35%
of the book in specialist-converged names
Late-stage weight
30.6%
of the book in Crowded or Fading names
Active share
88.1%
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 2026-09-09
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
SCATX earns a B grade and ranks 109 of 440, with specialists holding 35% of the fund. The early story includes AXON, AMZN, and RKLB, but TSLA at 7.6% and NFLX at 2.8% are both Fading, meaning specialists are walking away from two of the fund's larger bets.
→ Watch TSLA closely: at 7.6% weight and Fading stage, specialist exits from this top holding warrant attention.
→ Higher graded funds exist within the same Virtus family, so comparing those options against this fund's grade makes sense.
Support leaving these positions
Same family, higher grade
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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