The Fund Grade · free · no account needed
What grade does CHTTX 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
AMG River Road Mid Cap Value Fund
#367 of 440 graded active funds · value · mid segment peer group
The point · specialist footprint
CHTTX puts less of its book behind proven specialists than 88% 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 points 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.
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
0%
of the book in specialist-converged names
Late-stage weight
32.5%
of the book in Crowded or Fading names
Active share
95.6%
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 2026-09-09
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
CHTTX earns a D, ranking 367 out of 440 graded funds, with zero specialist backing and nearly a third of the portfolio in late-stage positions. Five holdings including BJ and SSD are actively being exited by specialists. A small slice in CSL and MSGS shows some early positioning, but it is not enough to offset the broader picture.
→ Watch the five fading positions, BJ, SSD, CALM, ATR, and WTM, which together represent over 14% of the fund.
→ Compare this D-grade fund against the three higher-graded funds in the same mid-cap value segment before adding new money.
Support leaving these positions
Same family, higher grade
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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