The Fund Grade · free · no account needed

What grade does SCSCX 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.

A

Fundprints Fund Grade · as of 2026-10-01

Touchstone Large Cap Focused Fund Class C

#82 of 500 graded active funds · blend · large segment peer group

The point · specialist footprint

SCSCX puts more of its book behind proven specialists than 88% of graded funds.

Bottom 20%

Bottom 40%

Middle

Top 40%

● Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

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.

SCSCX vs the Honor Roll · share card ↗

Conviction exposure

54%

of the book in specialist-converged names

Late-stage weight

18.6%

of the book in Crowded or Fading names

Active share

80.3%

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

Early Conviction
GOOG 8.6%MSFT 8.4%AAPL 7.1%+6 locked
Consensus
TSM 2.9%V 2.6%SCHW 2.3%+17 locked
Emerging
MKL 2.1%AMAT 2.1%CMCSA 0.9%+1 locked
Crowded
BAC 2.8%SSNC 1%WDAY 0.9%+1 locked
Fading
BA 2%ORCL 1.6%GS 1.2%+4 locked

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

SCSCX earns an A grade and ranks 82 of 500 graded funds, with specialists holding 54% of the book. The early story here is BAC, MKL, and ORCL, where proven buyers are still building. Watch the 8.6% position in GOOG, which is now Fading, a meaningful drag on an otherwise well-backed portfolio.

→ GOOG is 8.6% of the fund and specialists are leaving. Monitor whether that weight is trimmed in coming quarters.

→ BAC and MKL are Early Conviction and Emerging stage. These positions suggest the fund is genuinely ahead of the crowd in financials.

Support leaving these positions

BAC 2.8% of the fund · Crowded

BA 2% of the fund · Fading

ORCL 1.6% of the fund · Fading

GS 1.2% of the fund · Fading

MNST 1% of the fund · Fading

Where it's genuinely early

GOOG 8.6% of the fund · Early Conviction

MSFT 8.4% of the fund · Early Conviction

AAPL 7.1% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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