The Fund Grade · free · no account needed
What grade does HRCVX 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
Carillon Eagle Growth & Income Fund Class A
#227 of 500 graded active funds · growth · large segment peer group
The point · specialist footprint
HRCVX puts more of its book behind proven specialists than 67% 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
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.
HRCVX vs the Honor Roll · share card ↗Conviction exposure
36.4%
of the book in specialist-converged names
Late-stage weight
31.6%
of the book in Crowded or Fading names
Active share
89.8%
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
HRCVX grades C and ranks 227 of 500, with specialists backing only 36% of the fund while five top holdings including AVGO, DUK, PG, and TJX are actively fading. The early story sits in WMB, MCD, and ABBV, but that conviction is thin cover for a portfolio carrying 31.6% late-stage weight.
→ Watch the combined 16% weight in fading positions, AVGO, DUK, PG, T, and TJX, as specialist exit tends to precede price pressure.
→ Compare HRCVX against the three higher-graded funds in this segment before adding, given the C grade and weak specialist footprint.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.