The Fund Grade · free · no account needed

What grade does DIVO 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.

D

Fundprints Fund Grade · as of 2026-09-01

Amplify CWP Enhanced Dividend Income ETF

#272 of 440 graded active funds · value · large segment peer group

The point · specialist footprint

DIVO sits mid pack for specialist backing among graded funds.

Bottom 20%

Bottom 40%

● Middle

Top 40%

Top 20%

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

The middle rungs sat between the extremes, and the pattern was monotonic: every step up in specialist backing came with better subsequent results. Not damning, not compelling. The fee decides whether it is worth it.

2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice

You pay 0.56% a year for a D.

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.

Conviction exposure

22.8%

of the book in specialist-converged names

Late-stage weight

20.5%

of the book in Crowded or Fading names

Active share

91.1%

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 2026-09-09

Early Conviction
VZ 1.1%
Consensus
RTX 5.3%GS 5.1%MSFT 5.1%+10 locked
Emerging
AXP 4.9%MCD 4.1%FDX 2.3%
Crowded
MDT 1.8%
Fading
TJX 4.7%HD 4.2%CME 4.2%+2 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

Support leaving these positions

TJX 4.7% of the fund · Fading

HD 4.2% of the fund · Fading

CME 4.2% of the fund · Fading

IBM 4% of the fund · Fading

WMT 3.7% of the fund · Fading

Where it's genuinely early

AXP 4.9% of the fund · Emerging

MCD 4.1% of the fund · Emerging

FDX 2.3% of the fund · Emerging

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.

Create your free account

No card required · open the feed in 30 seconds