The Fund Grade · free · no account needed
What grade does HFDCX 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
Hartford Schroders US MidCap Opportunities Fund Class C
#196 of 500 graded active funds · blend · mid segment peer group
The point · specialist footprint
HFDCX puts less of its book behind proven specialists than 75% 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% 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.
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.
HFDCX vs the Honor Roll · share card ↗Conviction exposure
7.9%
of the book in specialist-converged names
Late-stage weight
31.3%
of the book in Crowded or Fading names
Active share
92.4%
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
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
Hartford Schroders US MidCap Opportunities C earns a B grade, ranking 196 of 500, with specialists at 7.9% share building early conviction in Aramark, Keysight, and Ciena. The concern is 31.3% late-stage weight and fading specialist interest in BWXT, Coherent, and Burlington, which together represent meaningful exposure to positions specialists are leaving.
→ Watch BWXT, COHR, and BURL closely, as specialists are actively fading all three positions held by this fund.
→ The fee data is missing, so request the current Class C expense ratio and compare it against B-graded peers before adding shares.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.