The Fund Grade · free · no account needed
What grade does CEYRX 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
Calvert Equity Fund Class R6
#461 of 500 graded active funds · blend · large segment peer group
The point · specialist footprint
CEYRX puts less of its book behind proven specialists than 62% 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% 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
3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →
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.
CEYRX vs the Honor Roll · share card ↗Conviction exposure
18%
of the book in specialist-converged names
Late-stage weight
43.3%
of the book in Crowded or Fading names
Active share
92.5%
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
Calvert Equity Fund Class R6 grades F, ranking 461 out of 500 funds, with specialists making up only 18% of its backers. Over 43% of the portfolio sits in late or fading positions, and names like TJX and APH are actively being abandoned by specialists. The early conviction calls on GOOG, VRSN, and MSFT are a bright spot but not enough to offset the damage elsewhere.
→ Watch TJX at 4.3% and APH at 1.9%, both Fading, as specialist exits there signal growing conviction that these positions are played out.
→ Compare this fund against the three higher graded options in the same segment and the better graded fund in the Calvert family before staying put.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.