The Fund Grade · free · no account needed
What grade does BTBFX 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 2026-09-01
Boston Trust Asset Management Fund
#225 of 440 graded active funds · blend · large segment peer group
The point · specialist footprint
BTBFX puts more of its book behind proven specialists than 61% 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 points per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.
2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice
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
25.5%
of the book in specialist-converged names
Late-stage weight
45.9%
of the book in Crowded or Fading names
Active share
80%
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
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
Boston Trust Asset Management Fund grades a C, ranking 225 of 440, with specialists backing only about a quarter of the portfolio. Nearly half the weight sits in late-stage positions, and AT&T appears multiple times among crowded or fading trades. The early bright spots are BRK-B, Hubbell, and a small Amazon position where specialists are still building.
→ Watch the repeated AT&T positions closely, as specialists are already treating that trade as crowded and may be exiting.
→ Compare this C grade against three higher graded funds in the same segment before deciding to hold or add.
Support leaving these positions
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.
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