The Fund Grade · free · no account needed
What grade does SAMT 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
Strategas Macro Thematic Opportunities ETF
#143 of 500 graded active funds · blend · large segment peer group
The point · specialist footprint
SAMT puts more of its book behind proven specialists than 79% of graded funds.
Bottom 20%
Bottom 40%
Middle
● Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.
10,000+ funds tracked · the graded specialists among them drive every read
You pay 0.65% a year for a B.
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.
SAMT vs the Honor Roll · share card ↗Conviction exposure
44.5%
of the book in specialist-converged names
Late-stage weight
19.4%
of the book in Crowded or Fading names
Active share
96.6%
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
SAMT earns a B grade, ranking 143 of 500, with specialists holding 44.5% of the fund. The early story here centers on CVX, AMPX, and PL, where proven buyers are still building positions. Watch the fading weight though: EIX, WMT, and GEV together represent nearly 10% of the fund and specialists are leaving all three.
→ Monitor EIX, WMT, and GEV closely, as specialist exits across all three fading positions total roughly 10% of fund weight.
→ Weigh the 0.65% fee against the B grade before adding shares, as the early positions in AMPX and PL may not yet justify the cost.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.