The Fund Grade · free · no account needed
What grade does TSVIX 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
Transamerica Small/Mid Cap Value I
#212 of 440 graded active funds · value · mid segment peer group
The point · specialist footprint
TSVIX puts less 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 with this little specialist backing trailed top-rung funds by about 3.8 points per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.
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
3.4%
of the book in specialist-converged names
Late-stage weight
26.6%
of the book in Crowded or Fading names
Active share
91.3%
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 2026-09-09
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
TSVIX earns a B grade at rank 212 of 440, with specialist backing at a modest 3.4 percent and about a quarter of the book sitting in late-stage trades. The early story worth watching is CTSH and IQV, where proven specialists are still building positions, but LKQ, CCI, and CHTR are all fading, meaning the same specialists are quietly walking away.
→ Monitor LKQ, CCI, and CHTR closely, as specialist exit from all three at the same time is a meaningful signal.
→ Check whether the early positions in CTSH and IQV grow in future reports, which would confirm the fund is adding conviction where it counts.
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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