The Fund Grade · free · no account needed

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.

B

Fundprints Fund Grade · as of 2026-10-01

Hartford Global Impact A

#130 of 500 graded active funds · blend · mid segment peer group

The point · specialist footprint

HGXAX puts less of its book behind proven specialists than 71% of 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

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.

HGXAX vs the Honor Roll · share card ↗

Conviction exposure

11.1%

of the book in specialist-converged names

Late-stage weight

19.3%

of the book in Crowded or Fading names

Active share

97.7%

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
WAB 2.1%TT 1.8%TTEK 1.8%+4 locked
Consensus
GL 3%FFIV 2.4%LAUR 2.3%+12 locked
Emerging
HUBB 2.1%AAON 2%
Crowded
BPOP 2.2%XYL 2%BSX 1.6%+5 locked
Fading
FLEX 2.3%TEX 1.7%MOD 1.6%+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

Hartford Global Impact A earns a B grade and ranks 130 of 500 graded funds, with specialists at 11.1% of the book showing early conviction in GL, AAON, and Agilent. The concern is a cluster of crowded or fading names including BPOP, XYL, ADSK, TEX, and BSX, which together represent nearly 9% of the fund.

→ Watch the combined 9% weight in BPOP, XYL, ADSK, TEX, and BSX closely, as specialists are already reducing or exiting those positions.

→ Note that GL at 3% is an Emerging stage position where proven specialists are genuinely early, making it worth monitoring for follow-through.

Support leaving these positions

FLEX 2.3% of the fund · Fading

BPOP 2.2% of the fund · Crowded

XYL 2% of the fund · Crowded

TEX 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

WAB 2.1% of the fund · Early Conviction

AAON 2% of the fund · Emerging

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

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