The Fund Grade · free · no account needed
What grade does HHDVX 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
Hamlin High Dividend Equity Fund;Inv
#449 of 500 graded active funds · value · large segment peer group
The point · specialist footprint
HHDVX sits mid pack for specialist backing among graded funds.
Bottom 20%
Bottom 40%
● Middle
Top 40%
Top 20%
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.
HHDVX vs the Honor Roll · share card ↗Conviction exposure
21%
of the book in specialist-converged names
Late-stage weight
42.6%
of the book in Crowded or Fading names
Active share
96.5%
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
HHDVX ranks 449 out of 500 graded funds, an F grade, with specialists holding only 21% of the portfolio and five positions including CMI, EPD, AVGO, ORI, and PEG all in Fading stage. The few early spots, MS, ABBV, and JNJ, are not enough to offset 42.6% sitting in late or crowded trades. Higher graded peers exist in this segment.
→ Watch the combined 24.7% weight in Fading positions, CMI, EPD, AVGO, ORI, and PEG, for further specialist exits.
→ Compare this F grade against the three higher graded funds in the same segment before staying in this fund.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.