The Fund Grade · free · no account needed
What grade does EQTY 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
Kovitz Core Equity ETF
#306 of 500 graded active funds · blend · large segment peer group
The point · specialist footprint
EQTY sits mid pack for specialist backing among graded funds.
Bottom 20%
Bottom 40%
● Middle
Top 40%
Top 20%
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.
10,000+ funds tracked · the graded specialists among them drive every read
You pay 0.99% 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.
EQTY vs the Honor Roll · share card ↗Conviction exposure
29.9%
of the book in specialist-converged names
Late-stage weight
24.9%
of the book in Crowded or Fading names
Active share
88.2%
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
EQTY earns a D grade, ranking 306 of 500, and its 0.99% fee makes that hard to overlook when three higher graded peers exist in the same segment. Specialist backing sits at just 29.9%, and AON is actively fading while PCAR, LOW, and others are crowded. The early conviction calls on GOOG, MSFT, and PM are a bright spot, but they do not offset the broader picture.
→ Watch the AON position at 3.6% weight closely, as specialists are leaving that trade now.
→ Compare EQTY's 0.99% fee against the three higher graded segment peers before your next review.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.