The Fund Grade · free · no account needed
What grade does GWGVX 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 GW&K Small/Mid Cap Fund - Class N
#222 of 440 graded active funds · blend · mid segment peer group
The point · specialist footprint
GWGVX puts less of its book behind proven specialists than 78% 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
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
3.1%
of the book in specialist-converged names
Late-stage weight
33.4%
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
GWGVX earns a B grade but sits at rank 222 of 440, with specialist ownership at a thin 3.1 percent and a third of the portfolio in late-stage positions. The most striking concern is five fading names, APG, AEIS, BURL, POWL, and RBC, totaling over 10 percent of assets where specialists are heading for the exit.
→ Watch the combined 10 percent weight in APG, AEIS, BURL, POWL, and RBC closely, as specialists are actively leaving all five positions.
→ Note early-stage entries in INSM, AIZ, and DORM as the clearest evidence of where the fund is genuinely ahead of consensus.
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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