The Fund Grade · free · no account needed
What grade does HGHAX 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
The Hartford Healthcare Fund Class A
#149 of 500 graded active funds · blend · large segment peer group
The point · specialist footprint
HGHAX puts more 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 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.
HGHAX vs the Honor Roll · share card ↗Conviction exposure
43.5%
of the book in specialist-converged names
Late-stage weight
22.8%
of the book in Crowded or Fading names
Active share
96.8%
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
HGHAX earns a B grade, ranking 149 of 500, with specialists holding 43.5% of the fund. The early story here is MRK, JNJ, and ABBV, where proven specialists are building early conviction positions. Watch the other side though, because ISRG and EW are both Fading, meaning specialists are quietly walking away from two of the fund's larger surgical and med-tech names.
→ Monitor the combined 6.3% weight in Fading positions ISRG and EW, as specialist exits there could pressure returns.
→ Compare this fund against higher-graded Hartford family options before adding, since better-graded alternatives exist within the same house.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.