The Fund Grade · free · no account needed
What grade does HAVGX 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 2026-10-01
Haverford Quality Growth Stock Fund
#142 of 500 graded active funds · growth · large segment peer group
The point · specialist footprint
HAVGX puts more of its book behind proven specialists than 79% 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% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.
10,000+ funds tracked · the graded specialists among them drive every read
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.
HAVGX vs the Honor Roll · share card ↗Conviction exposure
44.7%
of the book in specialist-converged names
Late-stage weight
23.4%
of the book in Crowded or Fading names
Active share
86.1%
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 2026-10-20
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
HAVGX earns a B grade, ranking 142 of 500, with specialists owning nearly 45% of the fund. The early story here is Costco at a 4.9% weight, alongside Early Conviction reads on JNJ and TMO. Watch the fading cluster though, five positions including TJX, LOW, and PEP total over 13% of the fund.
→ Monitor TJX, LOW, NEE, PEP, and AVGO closely, as specialists are actively leaving all five positions totaling over 13% weight.
→ Note that COST, JNJ, and TMO represent the genuine early case for holding this fund, track whether their weights grow.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.