The Fund Grade · free · no account needed

What grade does HDGCX 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.

F

Fundprints Fund Grade · as of 2026-10-01

The Hartford Dividend and Growth Fund Class C

#447 of 500 graded active funds · growth · large segment peer group

The point · specialist footprint

HDGCX sits mid pack for specialist backing among graded funds.

Bottom 20%

Bottom 40%

● Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

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.

10,000+ funds tracked · the graded specialists among them drive every read

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.

HDGCX vs the Honor Roll · share card ↗

Conviction exposure

21.1%

of the book in specialist-converged names

Late-stage weight

22.5%

of the book in Crowded or Fading names

Active share

87.4%

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

Early Conviction
AMZN 3.1%MSFT 3.1%PM 2.6%+4 locked
Consensus
CSCO 3.2%NXPI 2.7%UNH 2.2%+33 locked
Emerging
HUBB 1.7%DAL 1.1%UPS 0.7%
Crowded
GOOGL 5.9%BAC 2.5%LOW 1.9%+6 locked
Fading
TFC 2%SRE 1.7%VRT 1.5%+7 locked

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

HDGCX ranks 447 out of 500 graded funds, an F grade, with specialists making up only 21% of its ownership and actively leaving positions like GOOGL, TFC, and BAC. Bright spots exist in AMZN, MSFT, and PM, where specialists are still building early conviction, but those are outnumbered by crowded or fading trades.

→ Watch TFC closely, as specialists are actively fading that position, which signals weakening conviction beyond normal rotation.

→ Compare this fund against the three higher graded options in the same segment, where specialist backing is meaningfully stronger.

Support leaving these positions

GOOGL 5.9% of the fund · Crowded

BAC 2.5% of the fund · Crowded

TFC 2% of the fund · Fading

LOW 1.9% of the fund · Crowded

UL 1.8% of the fund · Crowded

Where it's genuinely early

AMZN 3.1% of the fund · Early Conviction

MSFT 3.1% of the fund · Early Conviction

PM 2.6% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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