The Fund Grade · free · no account needed
What grade does EAALX 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
Eaton Vance-Atlanta Capital Focused Growth
#238 of 440 graded active funds · growth · large segment peer group
The point · specialist footprint
EAALX sits mid pack for specialist backing among graded funds.
Bottom 20%
Bottom 40%
● Middle
Top 40%
Top 20%
The middle rungs sat between the extremes, and the pattern was monotonic: every step up in specialist backing came with better subsequent results. Not damning, not compelling. The fee decides whether it is worth it.
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
24.7%
of the book in specialist-converged names
Late-stage weight
27.6%
of the book in Crowded or Fading names
Active share
91.8%
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 2026-09-09
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
EAALX grades a C, ranking 238 of 440 funds, with only 24.7% specialist ownership and 27.6% of the portfolio in late or crowded stages. DHR at 8.2% is a genuine early position, but five holdings including GOOG, TJX, and ZTS show specialists either leaving or crowded out. Three higher graded peers exist in this segment.
→ Watch TJX and ZTS closely, as specialists are actively fading from both positions held at nearly 10% combined weight.
→ Compare EAALX against the three higher graded segment peers before adding to this position, given its below median C grade.
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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