The Fund Grade · free · no account needed
What grade does WASMX 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
Boston Trust Walden SMID Cap Fund
#433 of 500 graded active funds · blend · mid segment peer group
The point · specialist footprint
WASMX puts less of its book behind proven specialists than 93% 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.
WASMX vs the Honor Roll · share card ↗Conviction exposure
0%
of the book in specialist-converged names
Late-stage weight
21.6%
of the book in Crowded or Fading names
Active share
94.8%
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
WASMX ranks 433 out of 500 graded funds with an F grade and zero specialist backing, meaning no proven stock pickers are building positions here. Over 21% of the portfolio sits in late-stage trades, including Fading names like JKHY and STE where specialists are actively leaving. Three higher-graded funds cover this same segment.
→ Watch JKHY and STE closely, as specialists are already exiting both positions held at roughly 2% each.
→ Compare WASMX against the three higher-graded segment peers before your next review, given the F grade and zero specialist presence.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.