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 2026-09-01
Boston Trust Walden SMID Cap Fund
#369 of 440 graded active funds · blend · mid segment peer group
The point · specialist footprint
WASMX 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
23.9%
of the book in Crowded or Fading names
Active share
94.5%
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
WASMX grades D, ranking 369 out of 440 funds, with zero specialist backing and nearly a quarter of the portfolio in late-stage positions. CFR, AOS, and ALLE are Crowded while BJ and GMED show specialists actively leaving. The one bright spot is early-stage exposure in HUBB, JKHY, and NTAP, which is not enough to offset the broader picture.
→ Watch BJ and GMED closely, as specialist exits from Fading positions often signal further price pressure ahead.
→ Higher graded funds exist in the same segment and within the same fund family, making a direct comparison worth your time.
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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