The Fund Grade · free · no account needed

What grade does VALSX 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.

B

Fundprints Fund Grade · as of 2026-10-01

Value Line Select Growth Fund

#157 of 500 graded active funds · growth · mid segment peer group

The point · specialist footprint

VALSX puts less of its book behind proven specialists than 73% 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 with this little specialist backing trailed top-rung funds by about 3.8% 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.

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.

VALSX vs the Honor Roll · share card ↗

Conviction exposure

9.3%

of the book in specialist-converged names

Late-stage weight

13.9%

of the book in Crowded or Fading names

Active share

97%

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
CDNS 8.5%TT 8%COST 4.6%+6 locked
Consensus
CTAS 5.8%MSI 5.1%MA 5%+12 locked
Emerging
AMAT 1.2%
Crowded
TDG 4.8%NOW 4%ROP 3.2%+5 locked
Fading
AMKR 2.4%FIX 1%AKAM 1%+3 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

Value Line Select Growth Fund earns a B grade and ranks 157 of 500, with specialist investors holding just 9.3% of shares. The real story is the early positioning in CDNS and TT, which together make up over 16% of the fund, while crowded names like RSG and TDG weigh on the picture.

→ Watch RSG, TDG, NOW, and ROP closely, as specialists are leaving all four crowded positions totaling roughly 17% of the fund.

→ Note that a higher graded fund exists in the same family, which may be worth comparing against this fund's specialist backing.

Support leaving these positions

TDG 4.8% of the fund · Crowded

NOW 4% of the fund · Crowded

ROP 3.2% of the fund · Crowded

AMKR 2.4% of the fund · Fading

IDXX 2.4% of the fund · Crowded

Where it's genuinely early

CDNS 8.5% of the fund · Early Conviction

TT 8% of the fund · Early Conviction

COST 4.6% of the fund · Early Conviction

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

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