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What grade does HGXAX 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.

A

Fundprints Fund Grade · as of 2026-09-01

Hartford Global Impact A

#89 of 440 graded active funds · blend · mid segment peer group

The point · specialist footprint

HGXAX puts less of its book behind proven specialists than 67% of graded funds.

Bottom 20%

● Bottom 40%

Middle

Top 40%

Top 20%

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

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

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

8.2%

of the book in specialist-converged names

Late-stage weight

22%

of the book in Crowded or Fading names

Active share

97.8%

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 2026-09-09

Consensus
GL 3%FLEX 2.3%LAUR 2.3%+17 locked
Emerging
HUBB 2.1%FSLR 1.4%ABT 1.1%
Crowded
AAON 2%XYL 2%TTEK 1.8%+7 locked
Fading
ADSK 1.7%MOD 1.6%NXT 1.5%+5 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

Hartford Global Impact A earns an A grade, ranking 89th out of 440 graded funds, with specialists still building early positions in Hubbell, First Solar, and Abbott. The concern is that nearly a quarter of the portfolio sits in crowded or fading names like AAON, Xylem, Tetra Tech, and Autodesk, where specialist conviction is cooling.

Watch the Autodesk position closely, as specialists are actively fading it at a 1.7% weight.

Compare the early-stage weight in HUBB and FSLR against the crowded drag from AAON and XYL before adding more shares.

Support leaving these positions

AAON 2% of the fund · Crowded

XYL 2% of the fund · Crowded

TTEK 1.8% of the fund · Crowded

ADSK 1.7% of the fund · Fading

BSX 1.6% of the fund · Crowded

Where it's genuinely early

HUBB 2.1% of the fund · Emerging

FSLR 1.4% of the fund · Emerging

ABT 1.1% of the fund · Emerging

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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