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 2026-10-01
Virtus Zevenbergen Innovative Growth Stock Fund Class I
#158 of 500 graded active funds · growth · large segment peer group
The point · specialist footprint
SCATX puts more 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 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.
SCATX vs the Honor Roll · share card ↗Conviction exposure
42.3%
of the book in specialist-converged names
Late-stage weight
30.2%
of the book in Crowded or Fading names
Active share
90.1%
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
SCATX earns a B grade with 42% specialist ownership, which is meaningful backing, but 30% of the portfolio sits in late-stage positions. TSLA at 7.6% and NFLX at 2.8% are both Fading, meaning proven specialists are heading for the exits. The early ideas, CAI and AMPX, together barely reach 1% of the fund.
→ Watch TSLA closely: at 7.6% weight and a Fading stage rating, it is the single biggest risk to this fund's performance.
→ Higher graded funds exist within the same Virtus family, so compare what you own against those options before adding new money here.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.