The Fund Grade · free · no account needed
What grade does ETADX 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
Eventide Dividend Opportunities A
#147 of 500 graded active funds · value · mid segment peer group
The point · specialist footprint
ETADX puts less of its book behind proven specialists than 72% 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
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.
ETADX vs the Honor Roll · share card ↗Conviction exposure
10%
of the book in specialist-converged names
Late-stage weight
32.6%
of the book in Crowded or Fading names
Active share
95.9%
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
Eventide Dividend Opportunities A earns a B grade, ranking 147 of 500. Specialist ownership is a thin 10%, but the fund holds early positions in TT and TRGP that specialists are still building. The concern is on the other side, where NVT, PLD, GEV, STE, and ROL together represent about 15% of the fund and specialists are already leaving those trades.
→ Watch NVT, PLD, GEV, STE, and ROL closely, as specialists are fading or crowded across all five positions totaling roughly 15% of the fund.
→ The early conviction stakes in TT and TRGP are the clearest reason to stay, monitor whether specialist ownership in those two names continues to grow.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.